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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
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 $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

Retirement Wealth Solutions's BP Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its BP (BP) stake by 14% in Q2 2026, selling an estimated $878 and leaving 124 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Retirement Wealth Solutions first reported a position in BP in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.77K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Retirement Wealth Solutions held 124 shares of BP worth $4.58K as of Q2 2026.
  • Retirement Wealth Solutions sold 20 BP shares in Q2 2026, an estimated $878.
  • BP made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #357 holding.
  • Retirement Wealth Solutions first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's BP position peaked at $6.77K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.