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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Savvy Advisors Inc's BP Position: Q1 2026 in Review

Savvy Advisors Inc reduced its BP (BP) stake by 2.2% in Q1 2026, selling an estimated $8.97K and leaving 10,011 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #699.

Savvy Advisors Inc first reported a position in BP in Q3 2025 and has held it in 3 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Savvy Advisors Inc held 10,011 shares of BP worth $470K as of Q1 2026.
Savvy Advisors Inc sold 229 BP shares in Q1 2026, an estimated $8.97K.
BP made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #699 holding.
Savvy Advisors Inc first reported a position in BP in Q3 2025 and has held it in 3 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.