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Waverly Advisors’s BP BP Stock Holding History

Waverly 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 		$8.42M Sell
227,828
-105,960
-32% -$4.65M 0.05% 327
2026
Q1 		$15.7M Buy
333,788
+33,171
+11% +$1.3M 0.12% 174
2025
Q4 		$10.4M Buy
300,617
+190,460
+173% +$6.68M 0.08% 227
2025
Q3 		$3.8M Buy
110,157
+86,208
+360% +$2.89M 0.04% 371
2025
Q2 		$717K Buy
23,949
+160
+0.7% +$4.69K 0.01% 702
2025
Q1 		$804K Buy
23,789
+4,293
+22% +$140K 0.01% 655
2024
Q4 		$576K Buy
19,496
+6,872
+54% +$206K 0.01% 648
2024
Q3 		$396K Sell
12,624
-1,507
-11% -$51K 0.01% 622
2024
Q2 		$510K Sell
14,131
-1,318
-9% -$49.4K 0.01% 578
2024
Q1 		$582K Buy
+15,449
New +$554K 0.01% 450
2018
Q4 		– Sell
-4,954
Closed -$218K – 129
2018
Q3 		$218K Sell
4,954
-69
-1% -$2.88K 0.03% 170
2018
Q2 		$216K Buy
+5,023
New +$211K 0.03% 171
2018
Q1 		– Sell
-496
Closed -$19K – 202
2017
Q4 		$19K Buy
+496
New +$18K ﹤0.01% 292
2015
Q1 		– Sell
-8
Closed – – 346
2014
Q4 		$0 Sell
8
-611
-99% -$20.5K ﹤0.01% 455
2014
Q3 		$22K Buy
619
+324
+110% +$12.8K 0.01% 322
2014
Q2 		$13K Buy
+295
New +$12.2K 0.01% 398
2014
Q1 		– Sell
-2,009
Closed -$80K – 701
2013
Q4 		$80K Hold
2,009
– – 0.03% 266
2013
Q3 		$69K Buy
+2,009
New +$68.9K 0.04% 196

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

Waverly Advisors's BP Position: Q2 2026 in Review

Waverly Advisors reduced its BP (BP) stake by 32% in Q2 2026, selling an estimated $4.65M and leaving 227,828 shares worth $8.42M. The position accounts for 0.05% of the portfolio, ranked #327.

Waverly Advisors first reported a position in BP in Q3 2013 and has held it in 18 quarters since. The position peaked at $15.7M in Q1 2026. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Waverly Advisors held 227,828 shares of BP worth $8.42M as of Q2 2026.
  • Waverly Advisors sold 105,960 BP shares in Q2 2026, an estimated $4.65M.
  • BP made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #327 holding.
  • Waverly Advisors first reported a position in BP in Q3 2013 and has held it in 18 quarters since.
  • Waverly Advisors's BP position peaked at $15.7M in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.