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Savvy Advisors Inc’s BP BP Stock Holding History

Savvy Advisors Inc’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 		$414K Buy
11,211
+1,200
+12% +$52.7K 0.01% 852
2026
Q1 		$470K Sell
10,011
-229
-2% -$8.97K 0.01% 699
2025
Q4 		$356K Buy
10,240
+3,205
+46% +$112K 0.01% 702
2025
Q3 		$242K Buy
+7,035
New +$236K 0.01% 711

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's BP Position: Q2 2026 in Review

Savvy Advisors Inc increased its BP (BP) stake by 12% in Q2 2026, buying an estimated $52.7K and bringing the position to 11,211 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #852.

Savvy Advisors Inc first reported a position in BP in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Savvy Advisors Inc held 11,211 shares of BP worth $414K as of Q2 2026.
  • Savvy Advisors Inc bought 1,200 BP shares in Q2 2026, an estimated $52.7K.
  • BP made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #852 holding.
  • Savvy Advisors Inc first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's BP position peaked at $470K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.