VWA
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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
Q2 		$9.5K Hold
257
– – ﹤0.01% 316
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 $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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's BP Position: Q2 2026 in Review

Valued Wealth Advisors held its BP (BP) position steady in Q2 2026 at 257 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Valued Wealth Advisors first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Valued Wealth Advisors held 257 shares of BP worth $9.5K as of Q2 2026.
  • Valued Wealth Advisors left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • Valued Wealth Advisors first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's BP position peaked at $12.1K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.