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Wealth Preservation Advisors’s BP BP Stock Holding History

Wealth Preservation 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 		– Sell
-201
Closed -$6.98K – 1043
2025
Q4 		$6.98K Hold
201
– – ﹤0.01% 333
2025
Q3 		$6.93K Sell
201
-57
-22% -$1.91K ﹤0.01% 326
2025
Q2 		$7.72K Buy
+258
New +$7.57K ﹤0.01% 317

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of BP (BP) in Q1 2026, closing a stake of 201 shares — an estimated $6.98K sold.

Wealth Preservation Advisors first reported a position in BP in Q2 2025 and held it in 3 quarters. The position peaked at $7.72K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 201 BP shares in Q1 2026, an estimated $6.98K.
  • Wealth Preservation Advisors first reported a position in BP in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's BP position peaked at $7.72K in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.