Western Pacific Wealth Management’s BP BP Stock Holding History

Western Pacific Wealth 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	$2.64K	Hold	56	–	–	﹤0.01%	178
2025 Q4	$1.93K	Buy	56 +1	+2%	+$35	﹤0.01%	171
2025 Q3	$1.89K	Buy	55 +1	+2%	+$33	﹤0.01%	182
2025 Q2	$1.61K	Buy	54 +1	+2%	+$29	﹤0.01%	188
2025 Q1	$1.79K	Buy	53 +1	+2%	+$33	﹤0.01%	190
2024 Q4	$1.55K	Hold	52	–	–	﹤0.01%	198
2024 Q3	$1.62K	Buy	52 +2	+4%	+$68	﹤0.01%	237
2024 Q2	$1.81K	Hold	50	–	–	﹤0.01%	211
2024 Q1	$1.87K	Hold	50	–	–	﹤0.01%	250
2023 Q4	$1.76K	Buy	50 +1	+2%	+$37	﹤0.01%	223
2023 Q3	$1.9K	Hold	49	–	–	﹤0.01%	252
2023 Q2	$1.73K	Hold	49	–	–	﹤0.01%	257
2023 Q1	$1.86K	Sell	49 -600	-92%	-$22.4K	﹤0.01%	266
2022 Q4	$22.7K	Hold	649	–	–	0.02%	173
2022 Q3	$18K	Sell	649 -266	-29%	-$7.92K	0.02%	172
2022 Q2	$25K	Hold	915	–	–	0.02%	115
2022 Q1	$26K	Hold	915	–	–	0.02%	130
2021 Q4	$24K	Buy	+915	New	+$25.4K	0.02%	143

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Western Pacific Wealth Management's BP Position: Q1 2026 in Review

Western Pacific Wealth Management held its BP (BP) position steady in Q1 2026 at 56 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Western Pacific Wealth Management first reported a position in BP in Q4 2021 and has held it in 18 quarters since. The position peaked at $26K in Q1 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Western Pacific Wealth Management held 56 shares of BP worth $2.64K as of Q1 2026.
Western Pacific Wealth Management left its BP share count unchanged in Q1 2026.
BP made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #178 holding.
Western Pacific Wealth Management first reported a position in BP in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's BP position peaked at $26K in Q1 2022.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.