PCS
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Personal CFO Solutions’s BP BP Stock Holding History

Personal CFO Solutions’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,512
Closed -$400K – 534
2026
Q1 		$400K Sell
8,512
-7,981
-48% -$313K 0.06% 299
2025
Q4 		$573K Sell
16,493
-771
-4% -$27K 0.09% 213
2025
Q3 		$595K Buy
17,264
+573
+3% +$19.2K 0.1% 197
2025
Q2 		$500K Buy
16,691
+1,847
+12% +$54.2K 0.09% 223
2025
Q1 		$502K Sell
14,844
-17
-0.1% -$555 0.1% 214
2024
Q4 		$439K Sell
14,861
-591
-4% -$17.8K 0.09% 226
2024
Q3 		$485K Buy
15,452
+596
+4% +$20.2K 0.07% 269
2024
Q2 		$536K Buy
14,856
+435
+3% +$16.3K 0.08% 237
2024
Q1 		$543K Buy
14,421
+4,106
+40% +$147K 0.08% 232
2023
Q4 		$365K Buy
10,315
+900
+10% +$33K 0.06% 319
2023
Q3 		$365K Buy
9,415
+414
+5% +$15.4K 0.07% 278
2023
Q2 		$318K Sell
9,001
-426
-5% -$15.8K 0.06% 316
2023
Q1 		$358K Sell
9,427
-1,217
-11% -$45.5K 0.07% 265
2022
Q4 		$372K Sell
10,644
-2,404
-18% -$80K 0.08% 246
2022
Q3 		$373K Sell
13,048
-303
-2% -$9.02K 0.09% 208
2022
Q2 		$379K Sell
13,351
-661
-5% -$20.3K 0.09% 210
2022
Q1 		$412K Buy
14,012
+1,531
+12% +$46.7K 0.08% 236
2021
Q4 		$332K Buy
12,481
+1,261
+11% +$35K 0.06% 293
2021
Q3 		$307K Buy
11,220
+840
+8% +$21K 0.06% 282
2021
Q2 		$274K Buy
10,380
+826
+9% +$21.7K 0.06% 314
2021
Q1 		$233K Buy
+9,554
New +$230K 0.05% 344
2020
Q2 		– Sell
-11,867
Closed -$289K – 319
2020
Q1 		$289K Buy
11,867
+5,023
+73% +$162K 0.1% 176
2019
Q4 		$258K Buy
+6,844
New +$260K 0.07% 252

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Personal CFO Solutions's BP Position: Q2 2026 in Review

Personal CFO Solutions sold out of BP (BP) in Q2 2026, closing a stake of 8,512 shares — an estimated $400K sold.

Personal CFO Solutions first reported a position in BP in Q4 2019 and held it in 23 quarters. The position peaked at $595K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Personal CFO Solutions reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 8,512 BP shares in Q2 2026, an estimated $400K.
  • Personal CFO Solutions first reported a position in BP in Q4 2019 and held it in 23 quarters.
  • Personal CFO Solutions's BP position peaked at $595K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.