Sterling Investment Advisors (Pennsylvania)’s BP BP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$236K	Hold	6,376	–	–	0.04%	206
2026 Q1	$300K	Buy	6,376 +464	+8%	+$18.2K	0.05%	173
2025 Q4	$205K	Hold	5,912	–	–	0.04%	200
2025 Q3	$204K	Buy	+5,912	New	+$198K	0.04%	192
2024 Q4	–	Sell	-7,000	Closed	-$220K	–	164
2024 Q3	$220K	Hold	7,000	–	–	0.06%	143
2024 Q2	$253K	Hold	7,000	–	–	0.07%	126
2024 Q1	$264K	Hold	7,000	–	–	0.07%	130
2023 Q4	$248K	Hold	7,000	–	–	0.08%	122
2023 Q3	$271K	Hold	7,000	–	–	0.09%	114
2023 Q2	$247K	Hold	7,000	–	–	0.08%	119
2023 Q1	$266K	Hold	7,000	–	–	0.09%	118
2022 Q4	$245K	Sell	7,000 -1,100	-14%	-$36.6K	0.09%	124
2022 Q3	$231K	Buy	8,100 +7,000	+636%	+$208K	0.09%	128
2022 Q2	$31K	Hold	1,100	–	–	0.01%	281
2022 Q1	$32K	Buy	+1,100	New	+$33.5K	0.01%	308

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

Sterling Investment Advisors (Pennsylvania)'s BP Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its BP (BP) position steady in Q2 2026 at 6,376 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #206.

Sterling Investment Advisors (Pennsylvania) first reported a position in BP in Q1 2022 and has held it in 15 quarters since. The position peaked at $300K in Q1 2026. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 6,376 shares of BP worth $236K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its BP share count unchanged in Q2 2026.
BP made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #206 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in BP in Q1 2022 and has held it in 15 quarters since.
Sterling Investment Advisors (Pennsylvania)'s BP position peaked at $300K in Q1 2026.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.