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Visionary Wealth Advisors’s BP BP Stock Holding History

Visionary 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 		$342K Sell
7,275
-1,056
-13% -$41.4K 0.02% 493
2025
Q4 		$289K Sell
8,331
-2,501
-23% -$87.7K 0.01% 504
2025
Q3 		$373K Buy
10,832
+9
+0.1% +$301 0.02% 444
2025
Q2 		$324K Buy
10,823
+4,217
+64% +$124K 0.02% 444
2025
Q1 		$223K Buy
+6,606
New +$216K 0.01% 502
2024
Q4 		– Sell
-7,027
Closed -$221K – 539
2024
Q3 		$221K Buy
7,027
+14
+0.2% +$474 0.01% 496
2024
Q2 		$253K Sell
7,013
-416
-6% -$15.6K 0.02% 441
2024
Q1 		$280K Buy
7,429
+7
+0.1% +$251 0.02% 409
2023
Q4 		$263K Buy
7,422
+10
+0.1% +$366 0.02% 415
2023
Q3 		$287K Sell
7,412
-56
-0.7% -$2.08K 0.02% 372
2023
Q2 		$264K Sell
7,468
-1,341
-15% -$49.6K 0.02% 388
2023
Q1 		$334K Sell
8,809
-319
-3% -$11.9K 0.03% 334
2022
Q4 		$319K Buy
+9,128
New +$304K 0.03% 306
2022
Q2 		– Sell
-8,280
Closed -$243K – 439
2022
Q1 		$243K Buy
+8,280
New +$252K 0.02% 373
2020
Q1 		– Sell
-6,332
Closed -$239K – 199
2019
Q4 		$239K Buy
+6,332
New +$240K 0.04% 186

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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Visionary Wealth Advisors's BP Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its BP (BP) stake by 13% in Q1 2026, selling an estimated $41.4K and leaving 7,275 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #493.

Visionary Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 15 quarters since. The position peaked at $373K in Q3 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Visionary Wealth Advisors held 7,275 shares of BP worth $342K as of Q1 2026.
  • Visionary Wealth Advisors sold 1,056 BP shares in Q1 2026, an estimated $41.4K.
  • BP made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #493 holding.
  • Visionary Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's BP position peaked at $373K in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.