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Phoenix Financial’s BP BP Stock Holding History

Phoenix Financial’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
Q1 		$2.35M Hold
50,000
– – 0.02% 159
2025
Q4 		$1.74M Sell
50,000
-374
-0.7% -$13.1K 0.02% 191
2025
Q3 		$1.74M Buy
+50,374
New +$1.69M 0.02% 194
2025
Q1 		– Sell
-34,775
Closed -$1.03M – 378
2024
Q4 		$1.03M Sell
34,775
-3,031
-8% -$91.1K 0.01% 217
2024
Q3 		$1.19M Sell
37,806
-23,083
-38% -$781K 0.02% 211
2024
Q2 		$2.2M Sell
60,889
-53,026
-47% -$1.99M 0.03% 177
2024
Q1 		$4.29M Sell
113,915
-599
-0.5% -$21.5K 0.06% 149
2023
Q4 		$4.05M Sell
114,514
-25,290
-18% -$926K 0.07% 133
2023
Q3 		$5.46M Buy
+139,804
New +$5.19M 0.1% 96
2023
Q2 		– Sell
-140,439
Closed -$5.32M – 330
2023
Q1 		$5.32M Buy
140,439
+8,730
+7% +$326K 0.12% 84
2022
Q4 		$4.59M Buy
131,709
+20,376
+18% +$678K 0.09% 90
2022
Q3 		$3.2M Sell
111,333
-291
-0.3% -$8.66K 0.07% 113
2022
Q2 		$3.17M Buy
111,624
+10,371
+10% +$318K 0.06% 131
2022
Q1 		$3M Buy
101,253
+19,210
+23% +$586K 0.05% 160
2021
Q4 		$2.2M Buy
82,043
+49,486
+152% +$1.37M 0.04% 189
2021
Q3 		$885K Buy
+32,557
New +$816K 0.02% 279
2020
Q2 		– Sell
-492,723
Closed -$11.7M – 313
2020
Q1 		$11.7M Sell
492,723
-228,930
-32% -$7.4M 0.59% 53
2019
Q4 		$27M Sell
721,653
-93,179
-11% -$3.54M 1.13% 31
2019
Q3 		$29.5M Buy
+814,832
New +$31.1M 1.4% 17

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial's BP Position: Q1 2026 in Review

Phoenix Financial held its BP (BP) position steady in Q1 2026 at 50,000 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #159.

Phoenix Financial first reported a position in BP in Q3 2019 and has held it in 19 quarters since. The position peaked at $29.5M in Q3 2019. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Phoenix Financial held 50,000 shares of BP worth $2.35M as of Q1 2026.
  • Phoenix Financial left its BP share count unchanged in Q1 2026.
  • BP made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #159 holding.
  • Phoenix Financial first reported a position in BP in Q3 2019 and has held it in 19 quarters since.
  • Phoenix Financial's BP position peaked at $29.5M in Q3 2019.
  • 1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.