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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $2.9T AUM 29.55% 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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Poehling Capital Management's BP Position: Q1 2026 in Review

Poehling Capital Management reduced its BP (BP) stake by 0.29% in Q1 2026, selling an estimated $3.25K and leaving 28,216 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #73.

Poehling Capital Management first reported a position in BP in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.98M in Q2 2021. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Poehling Capital Management held 28,216 shares of BP worth $1.33M as of Q1 2026.
  • Poehling Capital Management sold 83 BP shares in Q1 2026, an estimated $3.25K.
  • BP made up 0.28% of Poehling Capital Management's portfolio in Q1 2026, its #73 holding.
  • Poehling Capital Management first reported a position in BP in Q4 2017 and has held it in 26 quarters since.
  • Poehling Capital Management's BP position peaked at $2.98M in Q2 2021.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.