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WealthPlan Investment Management’s BP BP Stock Holding History

WealthPlan Investment Management’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
-5,769
Closed -$200K – 460
2025
Q4 		$200K Buy
+5,769
New +$202K 0.01% 366
2025
Q3 		– Sell
-7,797
Closed -$233K – 344
2025
Q2 		$233K Sell
7,797
-426
-5% -$12.5K 0.02% 318
2025
Q1 		$278K Buy
8,223
+73
+0.9% +$2.38K 0.03% 229
2024
Q4 		$241K Buy
8,150
+85
+1% +$2.55K 0.02% 239
2024
Q3 		$253K Buy
8,065
+693
+9% +$23.4K 0.03% 223
2024
Q2 		$266K Buy
7,372
+51
+0.7% +$1.91K 0.04% 163
2024
Q1 		$276K Hold
7,321
– – 0.04% 159
2023
Q4 		$259K Sell
7,321
-7,595
-51% -$278K 0.04% 164
2023
Q3 		$578K Buy
14,916
+14,406
+2,825% +$535K 0.1% 108
2023
Q2 		$18K Sell
510
-13,896
-96% -$514K 0.01% 247
2023
Q1 		$547K Sell
14,406
-5,119
-26% -$191K 0.09% 112
2022
Q4 		$793K Buy
19,525
+2,577
+15% +$85.8K 0.06% 196
2022
Q3 		$575K Buy
+16,948
New +$504K 0.04% 227
2022
Q1 		$552K Buy
+19,217
New +$586K 0.04% 237

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

WealthPlan Investment Management's BP Position: Q1 2026 in Review

WealthPlan Investment Management sold out of BP (BP) in Q1 2026, closing a stake of 5,769 shares — an estimated $200K sold.

WealthPlan Investment Management first reported a position in BP in Q1 2022 and held it in 14 quarters. The position peaked at $793K in Q4 2022. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • WealthPlan Investment Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,769 BP shares in Q1 2026, an estimated $200K.
  • WealthPlan Investment Management first reported a position in BP in Q1 2022 and held it in 14 quarters.
  • WealthPlan Investment Management's BP position peaked at $793K in Q4 2022.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.