Strategic Investment Advisors’s BP BP Stock Holding History

Strategic 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 Q1	$251K	Buy	+5,351	New	+$210K	0.02%	281
2020 Q3	–	Sell	-12,330	Closed	-$288K	–	178
2020 Q2	$288K	Sell	12,330 -1,985	-14%	-$47.6K	0.11%	136
2020 Q1	$349K	Buy	14,315 +1,435	+11%	+$46.4K	0.16%	102
2019 Q4	$486K	Buy	12,880 +485	+4%	+$18.4K	0.2%	85
2019 Q3	$471K	Buy	12,395 +1,366	+12%	+$52.1K	0.23%	74
2019 Q2	$452K	Sell	11,029 -1,072	-9%	-$45K	0.25%	69
2019 Q1	$520K	Buy	12,101 +2,988	+33%	+$122K	0.36%	61
2018 Q4	$335K	Buy	+9,113	New	+$364K	0.3%	71

Other funds holding BP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Strategic Investment Advisors's BP Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in BP (BP) in Q1 2026: 5,351 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in BP as recently as Q2 2020.

Strategic Investment Advisors first reported a position in BP in Q4 2018 and has held it in 8 quarters since. The position peaked at $520K in Q1 2019. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Strategic Investment Advisors held 5,351 shares of BP worth $251K as of Q1 2026.
BP was a new Strategic Investment Advisors position in Q1 2026.
BP made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #281 holding.
Strategic Investment Advisors first reported a position in BP in Q4 2018 and has held it in 8 quarters since.
Strategic Investment Advisors's BP position peaked at $520K in Q1 2019.
1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.