Poehling Capital Management’s BP BP Stock Holding History

Poehling Capital Management’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	$1.04M	Sell	28,214 -2	-0%	-$88	0.22%	83
2026 Q1	$1.33M	Sell	28,216 -83	-0.3%	-$3.25K	0.28%	73
2025 Q4	$983K	Buy	28,299 +2,367	+9%	+$83K	0.2%	79
2025 Q3	$894K	Buy	25,932 +2,214	+9%	+$74.2K	0.19%	83
2025 Q2	$710K	Buy	23,718 +8,994	+61%	+$264K	0.17%	81
2025 Q1	$498K	Hold	14,724	–	–	0.13%	96
2024 Q4	$435K	Hold	14,724	–	–	0.11%	99
2024 Q3	$462K	Sell	14,724 -1,249	-8%	-$42.3K	0.12%	96
2024 Q2	$577K	Hold	15,973	–	–	0.16%	88
2024 Q1	$602K	Buy	15,973 +6,941	+77%	+$249K	0.16%	83
2023 Q4	$320K	Buy	9,032 +2,707	+43%	+$99.1K	0.1%	98
2023 Q3	$245K	Sell	6,325 -1,604	-20%	-$59.5K	0.09%	110
2023 Q2	$280K	Sell	7,929 -178	-2%	-$6.59K	0.09%	103
2023 Q1	$308K	Buy	+8,107	New	+$303K	0.1%	99
2022 Q1	–	Sell	-106,747	Closed	-$2.84M	–	148
2021 Q4	$2.84M	Hold	106,747	–	–	0.92%	35
2021 Q3	$2.92M	Sell	106,747 -6,026	-5%	-$151K	0.99%	38
2021 Q2	$2.98M	Buy	112,773 +1,168	+1%	+$30.6K	0.95%	39
2021 Q1	$2.72M	Buy	111,605 +36,400	+48%	+$877K	0.95%	37
2020 Q4	$1.54M	Sell	75,205 -5,255	-7%	-$99K	0.61%	60
2020 Q3	$1.41M	Buy	80,460 +1,535	+2%	+$33.2K	0.72%	52
2020 Q2	$1.84M	Buy	78,925 +3,785	+5%	+$90.8K	0.99%	41
2020 Q1	$1.83M	Buy	75,140 +48,665	+184%	+$1.57M	1.34%	22
2019 Q4	$999K	Sell	26,475 -1,460	-5%	-$55.4K	0.65%	45
2019 Q3	$1.06M	Buy	+27,935	New	+$1.07M	0.78%	45
2018 Q3	–	Sell	-2,709	Closed	-$116K	–	124
2018 Q2	$116K	Sell	2,709 -1,327	-33%	-$55.8K	0.1%	112
2018 Q1	$152K	Sell	4,036 -61	-1%	-$2.3K	0.12%	101
2017 Q4	$158K	Buy	+4,097	New	+$148K	0.13%	97

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Poehling Capital Management's BP Position: Q2 2026 in Review

Poehling Capital Management reduced its BP (BP) stake by 0.01% in Q2 2026, selling an estimated $88 and leaving 28,214 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #83.

Poehling Capital Management first reported a position in BP in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.98M in Q2 2021. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Poehling Capital Management held 28,214 shares of BP worth $1.04M as of Q2 2026.
Poehling Capital Management sold 2 BP shares in Q2 2026, an estimated $88.
BP made up 0.22% of Poehling Capital Management's portfolio in Q2 2026, its #83 holding.
Poehling Capital Management first reported a position in BP in Q4 2017 and has held it in 27 quarters since.
Poehling Capital Management's BP position peaked at $2.98M in Q2 2021.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.