Powers Advisory Group’s BP BP Stock Holding History

Powers Advisory Group’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	$261K	Sell	7,069 -734	-9%	-$32.2K	0.08%	117
2026 Q1	$367K	Buy	7,803 +52	+0.7%	+$2.04K	0.13%	92
2025 Q4	$269K	Buy	7,751 +69	+0.9%	+$2.42K	0.1%	110
2025 Q3	$265K	Sell	7,682 -82	-1%	-$2.75K	0.11%	106
2025 Q2	$232K	Buy	7,764 +74	+1%	+$2.17K	0.1%	106
2025 Q1	$260K	Sell	7,690 -49	-0.6%	-$1.6K	0.12%	96
2024 Q4	$229K	Buy	7,739 +78	+1%	+$2.34K	0.11%	96
2024 Q3	$240K	Buy	7,661 +118	+2%	+$3.99K	0.12%	91
2024 Q2	$272K	Buy	7,543 +51	+0.7%	+$1.91K	0.15%	86
2024 Q1	$282K	Sell	7,492 -1,426	-16%	-$51.1K	0.16%	86
2023 Q4	$316K	Sell	8,918 -837	-9%	-$30.7K	0.19%	77
2023 Q3	$378K	Sell	9,755 -2,171	-18%	-$80.6K	0.26%	66
2023 Q2	$421K	Buy	11,926 +45	+0.4%	+$1.67K	0.28%	63
2023 Q1	$451K	Sell	11,881 -316	-3%	-$11.8K	0.32%	61
2022 Q4	$426K	Sell	12,197 -620	-5%	-$20.6K	0.31%	63
2022 Q3	$366K	Sell	12,817 -6	-0%	-$179	0.29%	66
2022 Q2	$364K	Sell	12,823 -712	-5%	-$21.8K	0.28%	71
2022 Q1	$398K	Buy	13,535 +134	+1%	+$4.08K	0.28%	71
2021 Q4	$357K	Buy	+13,401	New	+$372K	0.25%	76

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

Powers Advisory Group's BP Position: Q2 2026 in Review

Powers Advisory Group reduced its BP (BP) stake by 9.4% in Q2 2026, selling an estimated $32.2K and leaving 7,069 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #117.

Powers Advisory Group first reported a position in BP in Q4 2021 and has held it in 19 quarters since. The position peaked at $451K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Powers Advisory Group held 7,069 shares of BP worth $261K as of Q2 2026.
Powers Advisory Group sold 734 BP shares in Q2 2026, an estimated $32.2K.
BP made up 0.08% of Powers Advisory Group's portfolio in Q2 2026, its #117 holding.
Powers Advisory Group first reported a position in BP in Q4 2021 and has held it in 19 quarters since.
Powers Advisory Group's BP position peaked at $451K in Q1 2023.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.