Westover Capital Advisors’s BP BP Stock Holding History

Westover Capital 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 Q2	–	Sell	-5,300	Closed	-$249K	–	244
2026 Q1	$249K	Buy	+5,300	New	+$208K	0.05%	214
2024 Q4	–	Sell	-7,400	Closed	-$232K	–	240
2024 Q3	$232K	Hold	7,400	–	–	0.04%	223
2024 Q2	$267K	Buy	+7,400	New	+$277K	0.07%	184
2023 Q4	–	Sell	-6,172	Closed	-$239K	–	175
2023 Q3	$239K	Sell	6,172 -560	-8%	-$20.8K	0.09%	158
2023 Q2	$238K	Sell	6,732 -1,613	-19%	-$59.7K	0.08%	159
2023 Q1	$317K	Hold	8,345	–	–	0.12%	128
2022 Q4	$291K	Buy	+8,345	New	+$278K	0.12%	123
2021 Q3	–	Sell	-9,428	Closed	-$249K	–	173
2021 Q2	$249K	Buy	+9,428	New	+$247K	0.08%	159
2020 Q2	–	Sell	-14,107	Closed	-$344K	–	111
2020 Q1	$344K	Buy	+14,107	New	+$456K	0.19%	86
2019 Q4	–	Sell	-6,110	Closed	-$232K	–	144
2019 Q3	$232K	Sell	6,110 -41,258	-87%	-$1.57M	0.11%	125
2019 Q2	$1.94M	Buy	47,368 +5,791	+14%	+$243K	0.96%	38
2019 Q1	$1.79M	Buy	41,577 +8,352	+25%	+$342K	0.93%	40
2018 Q4	$1.22M	Sell	33,225 -103	-0.3%	-$4.11K	0.76%	45
2018 Q3	$1.47M	Buy	+33,328	New	+$1.39M	0.74%	46

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Westover Capital Advisors's BP Position: Q2 2026 in Review

Westover Capital Advisors sold out of BP (BP) in Q2 2026, closing a stake of 5,300 shares — an estimated $249K sold.

Westover Capital Advisors first reported a position in BP in Q3 2018 and held it in 14 quarters. The position peaked at $1.94M in Q2 2019. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Westover Capital Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Westover Capital Advisors sold 5,300 BP shares in Q2 2026, an estimated $249K.
Westover Capital Advisors first reported a position in BP in Q3 2018 and held it in 14 quarters.
Westover Capital Advisors's BP position peaked at $1.94M in Q2 2019.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.