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WealthTrust Axiom’s BP BP Stock Holding History

WealthTrust Axiom’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 		$579K Sell
12,322
-96
-0.8% -$3.76K 0.14% 135
2025
Q4 		$431K Buy
12,418
+399
+3% +$14K 0.11% 155
2025
Q3 		$414K Sell
12,019
-101
-0.8% -$3.38K 0.11% 160
2025
Q2 		$363K Buy
12,120
+1,000
+9% +$29.3K 0.11% 165
2025
Q1 		$376K Buy
11,120
+1,300
+13% +$42.4K 0.11% 162
2024
Q4 		$290K Sell
9,820
-735
-7% -$22.1K 0.09% 187
2024
Q3 		$331K Buy
10,555
+2,019
+24% +$68.3K 0.1% 179
2024
Q2 		$308K Buy
8,536
+8
+0.1% +$300 0.1% 174
2024
Q1 		$321K Sell
8,528
-750
-8% -$26.9K 0.1% 173
2023
Q4 		$328K Buy
9,278
+1,070
+13% +$39.2K 0.11% 168
2023
Q3 		$318K Buy
8,208
+7
+0.1% +$260 0.11% 162
2023
Q2 		$289K Buy
8,201
+15
+0.2% +$555 0.1% 186
2023
Q1 		$311K Hold
8,186
– – 0.11% 174
2022
Q4 		$286K Buy
8,186
+206
+3% +$6.86K 0.1% 172
2022
Q3 		$227K Buy
7,980
+149
+2% +$4.43K 0.09% 192
2022
Q2 		$222K Buy
7,831
+7
+0.1% +$214 0.08% 202
2022
Q1 		$230K Sell
7,824
-393
-5% -$12K 0.07% 207
2021
Q4 		$218K Buy
8,217
+8
+0.1% +$222 0.07% 215
2021
Q3 		$224K Buy
+8,209
New +$206K 0.08% 204
2020
Q2 		– Sell
-11,526
Closed -$281K – 208
2020
Q1 		$281K Sell
11,526
-626
-5% -$20.2K 0.14% 127
2019
Q4 		$458K Buy
12,152
+451
+4% +$17.1K 0.15% 111
2019
Q3 		$444K Sell
11,701
-1,230
-10% -$46.9K 0.16% 116
2019
Q2 		$530K Buy
12,931
+11
+0.1% +$461 0.18% 109
2019
Q1 		$555K Sell
12,920
-178
-1% -$7.29K 0.2% 106
2018
Q4 		$481K Buy
13,098
+5,832
+80% +$233K 0.2% 107
2018
Q3 		$319K Sell
7,266
-555
-7% -$23.2K 0.11% 154
2018
Q2 		$336K Sell
7,821
-4,416
-36% -$186K 0.12% 145
2018
Q1 		$460K Sell
12,237
-176
-1% -$6.63K 0.17% 120
2017
Q4 		$477K Sell
12,413
-347
-3% -$12.6K 0.18% 112
2017
Q3 		$442K Sell
12,760
-209
-2% -$6.64K 0.17% 116
2017
Q2 		$398K Sell
12,969
-379
-3% -$11.8K 0.15% 128
2017
Q1 		$401K Sell
13,348
-463
-3% -$14.1K 0.15% 133
2016
Q4 		$442K Sell
13,811
-1,076
-7% -$32.4K 0.16% 124
2016
Q3 		$440K Buy
14,887
+9
+0.1% +$261 0.16% 119
2016
Q2 		$444K Buy
14,878
+211
+1% +$5.68K 0.17% 113
2016
Q1 		$372K Sell
14,667
-108
-0.7% -$2.73K 0.15% 125
2015
Q4 		$388K Sell
14,775
-706
-5% -$20.1K 0.15% 118
2015
Q3 		$398K Sell
15,481
-387
-2% -$11.3K 0.17% 108
2015
Q2 		$533K Sell
15,868
-458
-3% -$16K 0.2% 99
2015
Q1 		$529K Sell
16,326
-402
-2% -$13.2K 0.19% 103
2014
Q4 		$529K Sell
16,728
-413
-2% -$13.9K 0.19% 104
2014
Q3 		$616K Buy
17,141
+66
+0.4% +$2.61K 0.22% 94
2014
Q2 		$736K Sell
17,075
-1,223
-7% -$50.4K 0.25% 85
2014
Q1 		$719K Buy
18,298
+3,734
+26% +$147K 0.26% 79
2013
Q4 		$579K Buy
14,564
+7,390
+103% +$275K 0.22% 88
2013
Q3 		$246K Hold
7,174
– – 0.1% 137
2013
Q2 		$244K Buy
+7,174
New +$250K 0.1% 137

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

WealthTrust Axiom's BP Position: Q1 2026 in Review

WealthTrust Axiom reduced its BP (BP) stake by 0.77% in Q1 2026, selling an estimated $3.76K and leaving 12,322 shares worth $579K. The position accounts for 0.14% of the portfolio, ranked #135.

WealthTrust Axiom first reported a position in BP in Q2 2013 and has held it in 47 quarters since. The position peaked at $736K in Q2 2014. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • WealthTrust Axiom held 12,322 shares of BP worth $579K as of Q1 2026.
  • WealthTrust Axiom sold 96 BP shares in Q1 2026, an estimated $3.76K.
  • BP made up 0.14% of WealthTrust Axiom's portfolio in Q1 2026, its #135 holding.
  • WealthTrust Axiom first reported a position in BP in Q2 2013 and has held it in 47 quarters since.
  • WealthTrust Axiom's BP position peaked at $736K in Q2 2014.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.