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Private Advisory Group’s BP BP Stock Holding History

Private 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
Q1 		– Sell
-6,459
Closed -$224K – 282
2025
Q4 		$224K Buy
+6,459
New +$227K 0.02% 232
2020
Q3 		– Sell
-94,850
Closed -$2.21M – 105
2020
Q2 		$2.21M Sell
94,850
-7,295
-7% -$175K 0.91% 36
2020
Q1 		$2.49M Buy
102,145
+7,444
+8% +$241K 1.27% 32
2019
Q4 		$3.57M Buy
94,701
+13,128
+16% +$498K 1.43% 31
2019
Q3 		$3.1M Buy
81,573
+12,273
+18% +$468K 1.36% 30
2019
Q2 		$2.84M Buy
69,300
+13,621
+24% +$571K 1.3% 31
2019
Q1 		$2.08M Sell
55,679
-817
-1% -$33.5K 1.17% 36
2018
Q4 		$2.08M Buy
56,496
+439
+0.8% +$17.5K 1.17% 36
2018
Q3 		$2.37M Buy
56,057
+418
+0.8% +$17.5K 1.21% 28
2018
Q2 		$2.39M Sell
55,639
-9,378
-14% -$394K 1.2% 29
2018
Q1 		$2.45M Buy
65,017
+15,100
+30% +$569K 1.51% 24
2017
Q4 		$1.92M Sell
49,917
-14,697
-23% -$532K 1.03% 34
2017
Q3 		$2.24M Buy
64,614
+8,957
+16% +$285K 1.33% 27
2017
Q2 		$1.71M Sell
55,657
-1,226
-2% -$38.1K 1.02% 38
2017
Q1 		$1.71M Sell
56,883
-8,625
-13% -$262K 1.15% 24
2016
Q4 		$2.1M Buy
+65,508
New +$1.97M 1.45% 20

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 $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Advisory Group's BP Position: Q1 2026 in Review

Private Advisory Group sold out of BP (BP) in Q1 2026, closing a stake of 6,459 shares — an estimated $224K sold.

Private Advisory Group first reported a position in BP in Q4 2016 and held it in 16 quarters. The position peaked at $3.57M in Q4 2019. 1,260 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Private Advisory Group reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Private Advisory Group sold 6,459 BP shares in Q1 2026, an estimated $224K.
  • Private Advisory Group first reported a position in BP in Q4 2016 and held it in 16 quarters.
  • Private Advisory Group's BP position peaked at $3.57M in Q4 2019.
  • 1,260 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.