Total Clarity Wealth Management’s BP BP Stock Holding History

Total Clarity Wealth 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 Q1	–	Sell	-28,138	Closed	-$977K	–	316
2025 Q4	$977K	Sell	28,138 -55	-0.2%	-$1.93K	0.24%	107
2025 Q3	$972K	Sell	28,193 -163	-0.6%	-$5.46K	0.26%	105
2025 Q2	$849K	Buy	28,356 +21,306	+302%	+$625K	0.24%	107
2025 Q1	$208K	Hold	7,050	–	–	0.07%	248
2024 Q4	$208K	Sell	7,050 -1,284	-15%	-$38.6K	0.07%	248
2024 Q3	$262K	Buy	+8,334	New	+$282K	0.08%	213
2022 Q4	–	Sell	-10,303	Closed	-$294K	–	229
2022 Q3	$294K	Buy	10,303 +1,189	+13%	+$35.4K	0.18%	155
2022 Q2	$258K	Buy	+9,114	New	+$279K	0.13%	162
2022 Q1	–	Sell	-440	Closed	-$12K	–	292
2021 Q4	$12K	Hold	440	–	–	0.01%	648
2021 Q3	$12K	Buy	+440	New	+$11K	0.01%	626
2021 Q2	–	Sell	-440	Closed	-$11K	–	251
2021 Q1	$11K	Buy	+440	New	+$10.6K	0.01%	541
2020 Q1	–	Sell	-440	Closed	-$17K	–	145
2019 Q4	$17K	Buy	+440	New	+$16.7K	0.01%	417

Other funds holding BP

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Total Clarity Wealth Management's BP Position: Q1 2026 in Review

Total Clarity Wealth Management sold out of BP (BP) in Q1 2026, closing a stake of 28,138 shares — an estimated $977K sold.

Total Clarity Wealth Management first reported a position in BP in Q4 2019 and held it in 12 quarters. The position peaked at $977K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Total Clarity Wealth Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 28,138 BP shares in Q1 2026, an estimated $977K.
Total Clarity Wealth Management first reported a position in BP in Q4 2019 and held it in 12 quarters.
Total Clarity Wealth Management's BP position peaked at $977K in Q4 2025.
1,264 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.