SWTS
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Stonehaven Wealth & Tax Solutions’s BP BP Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$262K Buy
+5,577
New +$218K 0.23% 68

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's BP Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in BP (BP) in Q1 2026: 5,577 shares worth $262K. The stake represents 0.23% of the portfolio and ranks #68 among its holdings.

1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 5,577 shares of BP worth $262K as of Q1 2026.
  • BP was a new Stonehaven Wealth & Tax Solutions position in Q1 2026.
  • BP made up 0.23% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #68 holding.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.