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Synergy Investment Management’s BP BP Stock Holding History

Synergy Investment Management’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 		$3.02K Buy
75
+39
+108% +$1.71K ﹤0.01% 843
2026
Q1 		$1.69K Buy
+36
New +$1.41K ﹤0.01% 711
2025
Q2 		– Sell
-36
Closed -$1.22K – 131
2025
Q1 		$1.22K Hold
36
– – ﹤0.01% 568
2024
Q4 		$1.06K Buy
+36
New +$1.08K ﹤0.01% 602

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Synergy Investment Management's BP Position: Q2 2026 in Review

Synergy Investment Management increased its BP (BP) stake by 108% in Q2 2026, buying an estimated $1.71K and bringing the position to 75 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Synergy Investment Management first reported a position in BP in Q4 2024 and has held it in 4 quarters since. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Synergy Investment Management held 75 shares of BP worth $3.02K as of Q2 2026.
  • Synergy Investment Management bought 39 BP shares in Q2 2026, an estimated $1.71K.
  • BP made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #843 holding.
  • Synergy Investment Management first reported a position in BP in Q4 2024 and has held it in 4 quarters since.
  • 1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.