U.S. Capital Wealth Advisors’s BP BP Stock Holding History

U.S. Capital 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	$856K	Sell	18,222 -3,680	-17%	-$144K	0.02%	557
2025 Q4	$761K	Sell	21,902 -2,034	-8%	-$71.4K	0.02%	555
2025 Q3	$825K	Sell	23,936 -1,502	-6%	-$50.3K	0.02%	515
2025 Q2	$761K	Buy	25,438 +376	+2%	+$11K	0.02%	495
2025 Q1	$847K	Buy	25,062 +10,612	+73%	+$346K	0.03%	458
2024 Q4	$427K	Sell	14,450 -622	-4%	-$18.7K	0.01%	602
2024 Q3	$473K	Sell	15,072 -1,218	-7%	-$41.2K	0.02%	488
2024 Q2	$588K	Sell	16,290 -3,595	-18%	-$135K	0.02%	422
2024 Q1	$749K	Sell	19,885 -14,192	-42%	-$509K	0.03%	396
2023 Q4	$1.21M	Buy	34,077 +2,891	+9%	+$106K	0.05%	306
2023 Q3	$1.21M	Buy	31,186 +182	+0.6%	+$6.75K	0.05%	284
2023 Q2	$1.09M	Buy	31,004 +432	+1%	+$16K	0.05%	309
2023 Q1	$1.16M	Buy	30,572 +395	+1%	+$14.8K	0.05%	278
2022 Q4	$1.05M	Buy	30,177 +623	+2%	+$20.7K	0.05%	320
2022 Q3	$844K	Buy	29,554 +1,432	+5%	+$42.6K	0.04%	348
2022 Q2	$797K	Buy	28,122 +573	+2%	+$17.6K	0.04%	389
2022 Q1	$810K	Sell	27,549 -6,886	-20%	-$210K	0.03%	431
2021 Q4	$917K	Sell	34,435 -827	-2%	-$22.9K	0.04%	414
2021 Q3	$964K	Buy	+35,262	New	+$883K	0.04%	391

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $2.9T AUM 29.55% 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 $5.72T AUM 30.48% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's BP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its BP (BP) stake by 17% in Q1 2026, selling an estimated $144K and leaving 18,222 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #557.

U.S. Capital Wealth Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q3 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

U.S. Capital Wealth Advisors held 18,222 shares of BP worth $856K as of Q1 2026.
U.S. Capital Wealth Advisors sold 3,680 BP shares in Q1 2026, an estimated $144K.
BP made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #557 holding.
U.S. Capital Wealth Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's BP position peaked at $1.21M in Q3 2023.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.