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Recurrent Investment Advisors’s BP BP Stock Holding History

Recurrent Investment 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 		$594K Buy
+126,792
New +$5.56M 0.04% 64
2026
Q1 		– Sell
-118,388
Closed -$514K – 69
2025
Q4 		$514K Buy
118,388
+1,685
+1% +$59.1K 0.04% 66
2025
Q3 		$499K Buy
+116,703
New +$3.91M 0.04% 62
2025
Q2 		– Sell
-111,818
Closed -$489K – 65
2025
Q1 		$489K Buy
111,818
+5,874
+6% +$192K 0.04% 60
2024
Q4 		$418K Sell
105,944
-3,660
-3% -$110K 0.04% 60
2024
Q3 		$432K Sell
109,604
-6,418
-6% -$217K 0.04% 52
2024
Q2 		$554K Sell
116,022
-2,058
-2% -$77.1K 0.06% 48
2024
Q1 		$587K Buy
+118,080
New +$4.23M 0.07% 45
2023
Q4 		– Sell
-129,611
Closed -$692K – 45
2023
Q3 		$692K Buy
129,611
+1,381
+1% +$51.3K 0.1% 46
2023
Q2 		$591K Buy
+128,230
New +$4.75M 0.1% 48
2023
Q1 		– Sell
-39
Closed -$1.36K – 44
2022
Q4 		$1.36K Buy
+39
New +$1.3K ﹤0.01% 53

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

Recurrent Investment Advisors's BP Position: Q2 2026 in Review

Recurrent Investment Advisors opened a new position in BP (BP) in Q2 2026: 126,792 shares worth $594K. The stake represents 0.04% of the portfolio and ranks #64 among its holdings. This is a return to the name: Recurrent Investment Advisors previously reported a position in BP as recently as Q4 2025.

Recurrent Investment Advisors first reported a position in BP in Q4 2022 and has held it in 11 quarters since. The position peaked at $692K in Q3 2023. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Recurrent Investment Advisors held 126,792 shares of BP worth $594K as of Q2 2026.
  • BP was a new Recurrent Investment Advisors position in Q2 2026.
  • BP made up 0.04% of Recurrent Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Recurrent Investment Advisors first reported a position in BP in Q4 2022 and has held it in 11 quarters since.
  • Recurrent Investment Advisors's BP position peaked at $692K in Q3 2023.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.