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WFA of San Diego’s BP BP Stock Holding History

WFA of San Diego’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
-374
Closed -$17.6K – 127
2026
Q1 		$17.6K Sell
374
-1,014
-73% -$39.7K 0.01% 260
2025
Q4 		$48.2K Sell
1,388
-157
-10% -$5.51K 0.04% 197
2025
Q3 		$53.2K Hold
1,545
– – 0.04% 193
2025
Q2 		$46.2K Buy
+1,545
New +$45.3K 0.03% 209
2024
Q3 		$19.2K Hold
613
– – 0.02% 245
2024
Q2 		$22.1K Buy
+613
New +$23K 0.02% 234
2023
Q3 		$23.7K Hold
613
– – 0.02% 227
2023
Q2 		$21.6K Buy
+613
New +$22.7K 0.02% 226
2023
Q1 		– Sell
-1,627
Closed -$56.8K – 105
2022
Q4 		$56.8K Buy
+1,627
New +$54.1K 0.04% 182

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 $3.38T AUM 44.17% 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

WFA of San Diego's BP Position: Q2 2026 in Review

WFA of San Diego sold out of BP (BP) in Q2 2026, closing a stake of 374 shares — an estimated $17.6K sold.

WFA of San Diego first reported a position in BP in Q4 2022 and held it in 9 quarters. The position peaked at $56.8K in Q4 2022. 1,172 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • WFA of San Diego reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 374 BP shares in Q2 2026, an estimated $17.6K.
  • WFA of San Diego first reported a position in BP in Q4 2022 and held it in 9 quarters.
  • WFA of San Diego's BP position peaked at $56.8K in Q4 2022.
  • 1,172 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.