Retirement Wealth Solutions
BP icon

Retirement Wealth Solutions’s BP BP Stock Holding History

Retirement Wealth Solutions’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
Q3 		$5.06K Sell
115
-9
-7% -$386 ﹤0.01% 378
2026
Q2 		$4.58K Sell
124
-20
-14% -$878 ﹤0.01% 357
2026
Q1 		$6.77K Buy
144
+68
+89% +$2.66K ﹤0.01% 265
2025
Q4 		$2.64K Buy
76
+70
+1,167% +$2.46K ﹤0.01% 413
2025
Q3 		$207 Buy
+6
New +$201 ﹤0.01% 762

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Retirement Wealth Solutions's BP Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its BP (BP) stake by 7.3% in Q3 2026, selling an estimated $386 and leaving 115 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Retirement Wealth Solutions first reported a position in BP in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.77K in Q1 2026. 806 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Retirement Wealth Solutions held 115 shares of BP worth $5.06K as of Q3 2026.
  • Retirement Wealth Solutions sold 9 BP shares in Q3 2026, an estimated $386.
  • BP made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #378 holding.
  • Retirement Wealth Solutions first reported a position in BP in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's BP position peaked at $6.77K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.