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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
Q2 		$734K Sell
19,864
-2,100
-10% -$92.1K 0.02% 447
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 $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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's BP Position: Q2 2026 in Review

WCG Wealth Advisors reduced its BP (BP) stake by 9.6% in Q2 2026, selling an estimated $92.1K and leaving 19,864 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #447.

WCG Wealth Advisors first reported a position in BP in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • WCG Wealth Advisors held 19,864 shares of BP worth $734K as of Q2 2026.
  • WCG Wealth Advisors sold 2,100 BP shares in Q2 2026, an estimated $92.1K.
  • BP made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #447 holding.
  • WCG Wealth Advisors first reported a position in BP in Q4 2023 and has held it in 5 quarters since.
  • WCG Wealth Advisors's BP position peaked at $1.03M in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

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