SHP Wealth Management’s BP BP Stock Holding History

SHP 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 Q1	$69.6K	Buy	1,481 +75	+5%	+$2.94K	0.01%	437
2025 Q4	$48.8K	Buy	+1,406	New	+$49.3K	﹤0.01%	484

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $3.37T AUM 44.26% 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 $6.73T AUM 46.02% 1-Year Est. Return

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

SHP Wealth Management's BP Position: Q1 2026 in Review

SHP Wealth Management increased its BP (BP) stake by 5.3% in Q1 2026, buying an estimated $2.94K and bringing the position to 1,481 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #437.

SHP Wealth Management first reported a position in BP in Q4 2025 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

SHP Wealth Management held 1,481 shares of BP worth $69.6K as of Q1 2026.
SHP Wealth Management bought 75 BP shares in Q1 2026, an estimated $2.94K.
BP made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #437 holding.
SHP Wealth Management first reported a position in BP in Q4 2025 and has held it in 2 quarters since.
1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.