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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
Q2 		– Sell
-4,391
Closed -$202K – 85
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
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

Providence Wealth Advisors's BP Position: Q2 2026 in Review

Providence Wealth Advisors sold out of BP (BP) in Q2 2026, closing a stake of 4,391 shares — an estimated $202K sold.

Providence Wealth Advisors first reported a position in BP in Q2 2018 and held it in 8 quarters. The position peaked at $320K in Q3 2018. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Providence Wealth Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Providence Wealth Advisors sold 4,391 BP shares in Q2 2026, an estimated $202K.
  • Providence Wealth Advisors first reported a position in BP in Q2 2018 and held it in 8 quarters.
  • Providence Wealth Advisors's BP position peaked at $320K in Q3 2018.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Providence Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.