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Principia Wealth Advisory’s BP BP Stock Holding History

Principia Wealth Advisory’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 		$6.76K Sell
183
-1
-0.5% -$44 ﹤0.01% 300
2026
Q1 		$8.65K Buy
184
+46
+33% +$1.8K ﹤0.01% 227
2025
Q4 		$4.79K Hold
138
– – ﹤0.01% 283
2025
Q3 		$4.75K Buy
138
+85
+160% +$2.85K ﹤0.01% 276
2025
Q2 		$1.59K Buy
+53
New +$1.55K ﹤0.01% 439

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's BP Position: Q2 2026 in Review

Principia Wealth Advisory reduced its BP (BP) stake by 0.54% in Q2 2026, selling an estimated $44 and leaving 183 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Principia Wealth Advisory first reported a position in BP in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.65K in Q1 2026. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Principia Wealth Advisory held 183 shares of BP worth $6.76K as of Q2 2026.
  • Principia Wealth Advisory sold 1 BP share in Q2 2026, an estimated $44.
  • BP made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #300 holding.
  • Principia Wealth Advisory first reported a position in BP in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's BP position peaked at $8.65K in Q1 2026.
  • 1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.