VWM
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Valley Wealth Managers’s BP BP Stock Holding History

Valley Wealth Managers’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 		$1.18K Hold
32
– – ﹤0.01% 317
2026
Q1 		$1.5K Buy
+32
New +$1.25K ﹤0.01% 294
2016
Q3 		– Sell
-1
Closed – – 206
2016
Q2 		$0 Buy
+1
New +$27 ﹤0.01% 210

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

Valley Wealth Managers's BP Position: Q2 2026 in Review

Valley Wealth Managers held its BP (BP) position steady in Q2 2026 at 32 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Valley Wealth Managers first reported a position in BP in Q2 2016 and has held it in 3 quarters since. The position peaked at $1.5K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Valley Wealth Managers held 32 shares of BP worth $1.18K as of Q2 2026.
  • Valley Wealth Managers left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #317 holding.
  • Valley Wealth Managers first reported a position in BP in Q2 2016 and has held it in 3 quarters since.
  • Valley Wealth Managers's BP position peaked at $1.5K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.