VWA
BP icon

Valued Wealth Advisors’s BP BP Stock Holding History

Valued 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 		$12.1K Hold
257
– – ﹤0.01% 254
2025
Q4 		$8.93K Hold
257
– – ﹤0.01% 240
2025
Q3 		$8.86K Hold
257
– – ﹤0.01% 231
2025
Q2 		$7.69K Hold
257
– – ﹤0.01% 235
2025
Q1 		$8.69K Hold
257
– – 0.01% 248
2024
Q4 		$7.6K Sell
257
-1
-0.4% -$30 ﹤0.01% 257
2024
Q3 		$8.09K Sell
258
-7
-3% -$237 0.01% 240
2024
Q2 		$9.55K Hold
265
– – 0.01% 205
2024
Q1 		$9.97K Buy
265
+1
+0.4% +$36 0.01% 181
2023
Q4 		$10.2K Buy
+264
New +$9.67K 0.01% 115

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 $761B 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 $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return