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VestGen Advisors’s BP BP Stock Holding History

VestGen 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 		$974K Sell
26,368
-230
-0.9% -$10.1K 0.03% 464
2026
Q1 		$1.18M Buy
26,598
+1,983
+8% +$77.7K 0.03% 414
2025
Q4 		$855K Buy
24,615
+9,533
+63% +$334K 0.04% 384
2025
Q3 		$520K Buy
+15,082
New +$505K 0.02% 475

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

VestGen Advisors's BP Position: Q2 2026 in Review

VestGen Advisors reduced its BP (BP) stake by 0.86% in Q2 2026, selling an estimated $10.1K and leaving 26,368 shares worth $974K. The position accounts for 0.03% of the portfolio, ranked #464.

VestGen Advisors first reported a position in BP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • VestGen Advisors held 26,368 shares of BP worth $974K as of Q2 2026.
  • VestGen Advisors sold 230 BP shares in Q2 2026, an estimated $10.1K.
  • BP made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #464 holding.
  • VestGen Advisors first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's BP position peaked at $1.18M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.