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Wealth Alliance’s BP BP Stock Holding History

Wealth Alliance’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 		– Sell
-6,563
Closed -$308K – 584
2026
Q1 		$308K Sell
6,563
-856
-12% -$33.5K 0.03% 424
2025
Q4 		$258K Sell
7,419
-21
-0.3% -$737 0.03% 473
2025
Q3 		$256K Buy
7,440
+559
+8% +$18.7K 0.03% 472
2025
Q2 		$206K Buy
6,881
+172
+3% +$5.04K 0.02% 518
2025
Q1 		$227K Buy
+6,709
New +$219K 0.03% 471
2024
Q4 		– Sell
-7,048
Closed -$221K – 500
2024
Q3 		$221K Sell
7,048
-27
-0.4% -$913 0.03% 481
2024
Q2 		$255K Sell
7,075
-42
-0.6% -$1.57K 0.03% 427
2024
Q1 		$268K Buy
+7,117
New +$255K 0.04% 427
2023
Q3 		– Sell
-7,360
Closed -$260K – 496
2023
Q2 		$260K Sell
7,360
-818
-10% -$30.3K 0.04% 422
2023
Q1 		$310K Sell
8,178
-244
-3% -$9.12K 0.05% 352
2022
Q4 		$294K Buy
8,422
+793
+10% +$26.4K 0.05% 354
2022
Q3 		$218K Sell
7,629
-445
-6% -$13.2K 0.04% 407
2022
Q2 		$229K Buy
+8,074
New +$247K 0.04% 393
2020
Q3 		– Sell
-14,690
Closed -$343K – 317
2020
Q2 		$343K Buy
14,690
+1,143
+8% +$27.4K 0.14% 195
2020
Q1 		$330K Sell
13,547
-6,474
-32% -$209K 0.18% 144
2019
Q4 		$756K Buy
+20,021
New +$760K 0.54% 48

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

Wealth Alliance's BP Position: Q2 2026 in Review

Wealth Alliance sold out of BP (BP) in Q2 2026, closing a stake of 6,563 shares — an estimated $308K sold.

Wealth Alliance first reported a position in BP in Q4 2019 and held it in 16 quarters. The position peaked at $756K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Wealth Alliance reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 6,563 BP shares in Q2 2026, an estimated $308K.
  • Wealth Alliance first reported a position in BP in Q4 2019 and held it in 16 quarters.
  • Wealth Alliance's BP position peaked at $756K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.