Robertson Stephens Wealth Management’s BP BP Stock Holding History

Robertson Stephens Wealth Management’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	$252K	Buy	6,821 +118	+2%	+$5.18K	0.01%	571
2026 Q1	$315K	Buy	6,703 +281	+4%	+$11K	0.01%	504
2025 Q4	$223K	Buy	6,422 +500	+8%	+$17.5K	0.01%	583
2025 Q3	$204K	Buy	+5,922	New	+$198K	0.01%	509
2025 Q2	–	Sell	-6,628	Closed	-$224K	–	558
2025 Q1	$224K	Buy	+6,628	New	+$216K	0.01%	507
2024 Q4	–	Sell	-7,234	Closed	-$227K	–	572
2024 Q3	$227K	Sell	7,234 -782	-10%	-$26.5K	0.01%	579
2024 Q2	$289K	Buy	8,016 +255	+3%	+$9.55K	0.01%	420
2024 Q1	$292K	Sell	7,761 -39	-0.5%	-$1.4K	0.02%	426
2023 Q4	$276K	Buy	7,800 +4	+0.1%	+$146	0.02%	393
2023 Q3	$302K	Buy	7,796 +3	+0%	+$111	0.02%	373
2023 Q2	$275K	Sell	7,793 -247	-3%	-$9.14K	0.02%	366
2023 Q1	$305K	Buy	8,040 +1,113	+16%	+$41.6K	0.02%	363
2022 Q4	$242K	Buy	+6,927	New	+$230K	0.02%	369
2022 Q2	–	Sell	-7,006	Closed	-$205K	–	378
2022 Q1	$205K	Sell	7,006 -11,658	-62%	-$355K	0.02%	368
2021 Q4	$497K	Buy	+18,664	New	+$518K	0.04%	256

Other funds holding BP

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Robertson Stephens Wealth Management's BP Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its BP (BP) stake by 1.8% in Q2 2026, buying an estimated $5.18K and bringing the position to 6,821 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #571.

Robertson Stephens Wealth Management first reported a position in BP in Q4 2021 and has held it in 15 quarters since. The position peaked at $497K in Q4 2021. 540 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Robertson Stephens Wealth Management held 6,821 shares of BP worth $252K as of Q2 2026.
Robertson Stephens Wealth Management bought 118 BP shares in Q2 2026, an estimated $5.18K.
BP made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #571 holding.
Robertson Stephens Wealth Management first reported a position in BP in Q4 2021 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's BP position peaked at $497K in Q4 2021.
540 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.