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Pettinga Financial Advisors’s BP BP Stock Holding History

Pettinga Financial Advisors’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 		$450K Buy
12,171
+641
+6% +$28.1K 0.07% 103
2026
Q1 		$542K Buy
11,530
+4,329
+60% +$170K 0.1% 97
2025
Q4 		$250K Buy
7,201
+165
+2% +$5.79K 0.05% 125
2025
Q3 		$242K Buy
7,036
+96
+1% +$3.21K 0.05% 122
2025
Q2 		$208K Sell
6,940
-379
-5% -$11.1K 0.05% 128
2025
Q1 		$247K Buy
+7,319
New +$239K 0.06% 113

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 $3.38T AUM 44.17% 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

Pettinga Financial Advisors's BP Position: Q2 2026 in Review

Pettinga Financial Advisors increased its BP (BP) stake by 5.6% in Q2 2026, buying an estimated $28.1K and bringing the position to 12,171 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #103.

Pettinga Financial Advisors first reported a position in BP in Q1 2025 and has held it in 6 quarters since. The position peaked at $542K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Pettinga Financial Advisors held 12,171 shares of BP worth $450K as of Q2 2026.
  • Pettinga Financial Advisors bought 641 BP shares in Q2 2026, an estimated $28.1K.
  • BP made up 0.07% of Pettinga Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Pettinga Financial Advisors first reported a position in BP in Q1 2025 and has held it in 6 quarters since.
  • Pettinga Financial Advisors's BP position peaked at $542K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.