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Silver Oak Securities’s BP BP Stock Holding History

Silver Oak Securities’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 		$294K Sell
7,959
-220
-3% -$9.65K 0.02% 646
2026
Q1 		$384K Sell
8,179
-565
-6% -$22.1K 0.03% 513
2025
Q4 		$304K Sell
8,744
-411
-4% -$14.4K 0.02% 631
2025
Q3 		$315K Buy
9,155
+4,126
+82% +$138K 0.02% 568
2025
Q2 		$151K Buy
5,029
+40
+0.8% +$1.17K 0.01% 664
2025
Q1 		$169K Sell
4,989
-70
-1% -$2.29K 0.02% 604
2024
Q4 		$147K Buy
5,059
+290
+6% +$8.71K 0.01% 605
2024
Q3 		$150K Buy
4,769
+734
+18% +$24.8K 0.02% 512
2024
Q2 		$146K Sell
4,035
-337
-8% -$12.6K 0.02% 411
2024
Q1 		$165K Sell
4,372
-712
-14% -$25.5K 0.03% 400
2023
Q4 		$180K Sell
5,084
-410
-7% -$15K 0.02% 470
2023
Q3 		$213K Sell
5,494
-1,245
-18% -$46.2K 0.05% 280
2023
Q2 		$238K Buy
6,739
+4
+0.1% +$148 0.04% 388
2023
Q1 		$256K Buy
6,735
+250
+4% +$9.34K 0.04% 312
2022
Q4 		$227K Buy
6,485
+991
+18% +$33K 0.04% 265
2022
Q3 		$213K Buy
+5,494
New +$163K 0.05% 280

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

Silver Oak Securities's BP Position: Q2 2026 in Review

Silver Oak Securities reduced its BP (BP) stake by 2.7% in Q2 2026, selling an estimated $9.65K and leaving 7,959 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #646.

Silver Oak Securities first reported a position in BP in Q3 2022 and has held it in 16 quarters since. The position peaked at $384K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Silver Oak Securities held 7,959 shares of BP worth $294K as of Q2 2026.
  • Silver Oak Securities sold 220 BP shares in Q2 2026, an estimated $9.65K.
  • BP made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #646 holding.
  • Silver Oak Securities first reported a position in BP in Q3 2022 and has held it in 16 quarters since.
  • Silver Oak Securities's BP position peaked at $384K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.