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VSM Wealth Advisory’s BP BP Stock Holding History

VSM Wealth Advisory’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 		$23.1K Buy
625
+5
+0.8% +$219 0.01% 292
2026
Q1 		$29.1K Buy
+620
New +$24.3K 0.01% 258
2025
Q4 		– Sell
-610
Closed -$21K – 449
2025
Q3 		$21K Buy
610
+5
+0.8% +$167 0.01% 273
2025
Q2 		$18.1K Sell
605
-994
-62% -$29.2K 0.01% 317
2025
Q1 		$54K Buy
1,599
+5
+0.3% +$163 0.02% 191
2024
Q4 		$47.1K Buy
+1,594
New +$47.9K 0.02% 197

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

VSM Wealth Advisory's BP Position: Q2 2026 in Review

VSM Wealth Advisory increased its BP (BP) stake by 0.81% in Q2 2026, buying an estimated $219 and bringing the position to 625 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #292.

VSM Wealth Advisory first reported a position in BP in Q4 2024 and has held it in 6 quarters since. The position peaked at $54K in Q1 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • VSM Wealth Advisory held 625 shares of BP worth $23.1K as of Q2 2026.
  • VSM Wealth Advisory bought 5 BP shares in Q2 2026, an estimated $219.
  • BP made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #292 holding.
  • VSM Wealth Advisory first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's BP position peaked at $54K in Q1 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.