SS&H Financial Advisors’s BP BP Stock Holding History

SS&H Financial 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	$239K	Buy	+6,480	New	+$284K	0.06%	122
2025 Q4	$225K	Sell	6,480 -500	-7%	-$17.5K	0.07%	119
2025 Q3	$241K	Hold	6,980	–	–	0.07%	123
2025 Q2	$209K	Buy	+6,980	New	+$205K	0.07%	119
2024 Q1	–	Sell	-10,980	Closed	-$389K	–	117
2023 Q4	$389K	Hold	10,980	–	–	0.17%	100
2023 Q3	$425K	Buy	+10,980	New	+$408K	0.2%	92
2023 Q1	$436K	Hold	11,480	–	–	0.2%	94
2022 Q4	$401K	Hold	11,480	–	–	0.19%	95
2022 Q3	$328K	Hold	11,480	–	–	0.17%	101
2022 Q2	$325K	Hold	11,480	–	–	0.15%	103
2022 Q1	$338K	Buy	+11,480	New	+$350K	0.13%	114

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SS&H Financial Advisors's BP Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in BP (BP) in Q2 2026: 6,480 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in BP as recently as Q4 2025.

SS&H Financial Advisors first reported a position in BP in Q1 2022 and has held it in 11 quarters since. The position peaked at $436K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

SS&H Financial Advisors held 6,480 shares of BP worth $239K as of Q2 2026.
BP was a new SS&H Financial Advisors position in Q2 2026.
BP made up 0.06% of SS&H Financial Advisors's portfolio in Q2 2026, its #122 holding.
SS&H Financial Advisors first reported a position in BP in Q1 2022 and has held it in 11 quarters since.
SS&H Financial Advisors's BP position peaked at $436K in Q1 2023.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.