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WCG Wealth Advisors’s BP BP Stock Holding History

WCG 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 		$1.03M Buy
21,964
+1,884
+9% +$73.8K 0.03% 375
2025
Q4 		$697K Buy
+20,080
New +$704K 0.02% 402
2024
Q2 		– Sell
-10,718
Closed -$404K – 281
2024
Q1 		$404K Sell
10,718
-3,175
-23% -$114K 0.03% 232
2023
Q4 		$492K Buy
+13,893
New +$509K 0.04% 250

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

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

WCG Wealth Advisors increased its BP (BP) stake by 9.4% in Q1 2026, buying an estimated $73.8K and bringing the position to 21,964 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #375.

WCG Wealth Advisors first reported a position in BP in Q4 2023 and has held it in 4 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • WCG Wealth Advisors held 21,964 shares of BP worth $1.03M as of Q1 2026.
  • WCG Wealth Advisors bought 1,884 BP shares in Q1 2026, an estimated $73.8K.
  • BP made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #375 holding.
  • WCG Wealth Advisors first reported a position in BP in Q4 2023 and has held it in 4 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.