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Total Wealth Planning & Management’s BP BP Stock Holding History

Total Wealth Planning & 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
-11,300
Closed -$392K – 211
2025
Q4 		$392K Buy
+11,300
New +$396K 0.29% 110
2025
Q2 		$320K Buy
10,700
+400
+4% +$11.7K 0.26% 148
2025
Q1 		$348K Hold
10,300
– – 0.33% 110
2024
Q4 		$304K Buy
+10,300
New +$309K 0.28% 131

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

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

Total Wealth Planning & Management sold out of BP (BP) in Q1 2026, closing a stake of 11,700 shares — an estimated $406K sold.

Total Wealth Planning & Management first reported a position in BP in Q4 2024 and held it in 4 quarters. The position peaked at $406K in Q4 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 11,700 BP shares in Q1 2026, an estimated $406K.
  • Total Wealth Planning & Management first reported a position in BP in Q4 2024 and held it in 4 quarters.
  • Total Wealth Planning & Management's BP position peaked at $406K in Q4 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.