Soltis Investment Advisors’s BP BP Stock Holding History

Soltis Investment Advisors’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	$339K	Sell	9,172 -81	-0.9%	-$3.55K	0.02%	452
2026 Q1	$435K	Buy	9,253 +490	+6%	+$19.2K	0.03%	366
2025 Q4	$304K	Buy	8,763 +2,030	+30%	+$71.2K	0.02%	401
2025 Q3	$232K	Buy	+6,733	New	+$226K	0.02%	432
2024 Q4	–	Sell	-7,665	Closed	-$241K	–	375
2024 Q3	$241K	Buy	7,665 +1,319	+21%	+$44.6K	0.02%	316
2024 Q2	$229K	Sell	6,346 -62	-1%	-$2.32K	0.02%	295
2024 Q1	$241K	Sell	6,408 -430	-6%	-$15.4K	0.03%	267
2023 Q4	$242K	Sell	6,838 -198	-3%	-$7.25K	0.03%	253
2023 Q3	$272K	Buy	+7,036	New	+$261K	0.04%	229

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Milford Funds Auckland $6.14B AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Soltis Investment Advisors's BP Position: Q2 2026 in Review

Soltis Investment Advisors reduced its BP (BP) stake by 0.88% in Q2 2026, selling an estimated $3.55K and leaving 9,172 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #452.

Soltis Investment Advisors first reported a position in BP in Q3 2023 and has held it in 9 quarters since. The position peaked at $435K in Q1 2026. 707 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Soltis Investment Advisors held 9,172 shares of BP worth $339K as of Q2 2026.
Soltis Investment Advisors sold 81 BP shares in Q2 2026, an estimated $3.55K.
BP made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #452 holding.
Soltis Investment Advisors first reported a position in BP in Q3 2023 and has held it in 9 quarters since.
Soltis Investment Advisors's BP position peaked at $435K in Q1 2026.
707 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.