Providence Wealth Advisors’s BP BP Stock Holding History

Providence Wealth Advisors’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	$202K	Buy	+4,391	New	+$172K	0.13%	77
2020 Q1	–	Sell	-6,320	Closed	-$238K	–	86
2019 Q4	$238K	Buy	6,320 +16	+0.3%	+$608	0.22%	83
2019 Q3	$240K	Sell	6,304 -797	-11%	-$30.4K	0.21%	84
2019 Q2	$297K	Buy	7,101 +14	+0.2%	+$587	0.28%	71
2019 Q1	$308K	Sell	7,087 -89	-1%	-$3.65K	0.29%	71
2018 Q4	$265K	Sell	7,176 -94	-1%	-$3.75K	0.29%	69
2018 Q3	$320K	Sell	7,270 -91	-1%	-$3.81K	0.29%	70
2018 Q2	$316K	Buy	+7,361	New	+$309K	0.31%	72

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Providence Wealth Advisors's BP Position: Q1 2026 in Review

Providence Wealth Advisors opened a new position in BP (BP) in Q1 2026: 4,391 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings. This is a return to the name: Providence Wealth Advisors previously reported a position in BP as recently as Q4 2019.

Providence Wealth Advisors first reported a position in BP in Q2 2018 and has held it in 8 quarters since. The position peaked at $320K in Q3 2018. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Providence Wealth Advisors held 4,391 shares of BP worth $202K as of Q1 2026.
BP was a new Providence Wealth Advisors position in Q1 2026.
BP made up 0.13% of Providence Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Providence Wealth Advisors first reported a position in BP in Q2 2018 and has held it in 8 quarters since.
Providence Wealth Advisors's BP position peaked at $320K in Q3 2018.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.