Vision Retirement’s BP BP Stock Holding History

Vision Retirement’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	$20.5K	Hold	556	–	–	0.01%	342
2026 Q1	$26.1K	Hold	556	–	–	0.01%	289
2025 Q4	$19.3K	Buy	+556	New	+$19.5K	0.01%	330

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vision Retirement's BP Position: Q2 2026 in Review

Vision Retirement held its BP (BP) position steady in Q2 2026 at 556 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #342.

Vision Retirement first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.1K in Q1 2026. 1,106 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Vision Retirement held 556 shares of BP worth $20.5K as of Q2 2026.
Vision Retirement left its BP share count unchanged in Q2 2026.
BP made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #342 holding.
Vision Retirement first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
Vision Retirement's BP position peaked at $26.1K in Q1 2026.
1,106 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.