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West Family Investments’s BP BP Stock Holding History

West Family Investments’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 		$551K Buy
14,902
+211
+1% +$9.26K 0.16% 159
2026
Q1 		$690K Sell
14,691
-424
-3% -$16.6K 0.24% 76
2025
Q4 		$525K Buy
15,115
+210
+1% +$7.37K 0.12% 161
2025
Q3 		$514K Buy
14,905
+1
+0% +$33 0.11% 171
2025
Q2 		$446K Hold
14,904
– – 0.12% 180
2025
Q1 		$504K Hold
14,904
– – 0.19% 108
2024
Q4 		$441K Sell
14,904
-1
-0% -$30 0.15% 137
2024
Q3 		$468K Sell
14,905
-1,022
-6% -$34.6K 0.16% 134
2024
Q2 		$575K Hold
15,927
– – 0.17% 99
2024
Q1 		$600K Hold
15,927
– – 0.19% 98
2023
Q4 		$564K Hold
15,927
– – 0.19% 88
2023
Q3 		$617K Hold
15,927
– – 0.22% 87
2023
Q2 		$562K Buy
+15,927
New +$589K 0.22% 93
2023
Q1 		– Sell
-15,927
Closed -$556K – 219
2022
Q4 		$556K Hold
15,927
– – 0.19% 93
2022
Q3 		$455K Buy
+15,927
New +$474K 0.19% 108
2022
Q2 		– Sell
-18,501
Closed -$544K – 245
2022
Q1 		$544K Hold
18,501
– – 0.15% 103
2021
Q4 		$493K Sell
18,501
-2,476
-12% -$68.7K 0.13% 128
2021
Q3 		$573K Buy
20,977
+7,916
+61% +$198K 0.15% 126
2021
Q2 		$345K Buy
+13,061
New +$343K 0.09% 204

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

West Family Investments's BP Position: Q2 2026 in Review

West Family Investments increased its BP (BP) stake by 1.4% in Q2 2026, buying an estimated $9.26K and bringing the position to 14,902 shares worth $551K. The position accounts for 0.16% of the portfolio, ranked #159.

West Family Investments first reported a position in BP in Q2 2021 and has held it in 19 quarters since. The position peaked at $690K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • West Family Investments held 14,902 shares of BP worth $551K as of Q2 2026.
  • West Family Investments bought 211 BP shares in Q2 2026, an estimated $9.26K.
  • BP made up 0.16% of West Family Investments's portfolio in Q2 2026, its #159 holding.
  • West Family Investments first reported a position in BP in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's BP position peaked at $690K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.