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Stratos Wealth Advisors’s BP BP Stock Holding History

Stratos Wealth 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 		– Sell
-6,909
Closed -$240K – 618
2025
Q4 		$240K Sell
6,909
-3,073
-31% -$108K 0.01% 580
2025
Q3 		$344K Buy
9,982
+985
+11% +$33K 0.02% 524
2025
Q2 		$269K Buy
8,997
+312
+4% +$9.15K 0.01% 569
2025
Q1 		$293K Sell
8,685
-826
-9% -$27K 0.02% 555
2024
Q4 		$281K Buy
9,511
+229
+2% +$6.88K 0.01% 594
2024
Q3 		$291K Buy
9,282
+1,641
+21% +$55.5K 0.01% 614
2024
Q2 		$276K Buy
7,641
+1,025
+15% +$38.4K 0.01% 588
2024
Q1 		$249K Buy
+6,616
New +$237K 0.01% 585
2022
Q3 		– Sell
-7,061
Closed -$200K – 492
2022
Q2 		$200K Buy
+7,061
New +$216K 0.02% 495
2021
Q3 		– Sell
-10,431
Closed -$276K – 506
2021
Q2 		$276K Buy
10,431
+2,138
+26% +$56.1K 0.02% 459
2021
Q1 		$202K Buy
+8,293
New +$200K 0.02% 466

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stratos Wealth Advisors's BP Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of BP (BP) in Q1 2026, closing a stake of 6,909 shares — an estimated $240K sold.

Stratos Wealth Advisors first reported a position in BP in Q1 2021 and held it in 11 quarters. The position peaked at $344K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 6,909 BP shares in Q1 2026, an estimated $240K.
  • Stratos Wealth Advisors first reported a position in BP in Q1 2021 and held it in 11 quarters.
  • Stratos Wealth Advisors's BP position peaked at $344K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.