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Whipplewood Advisors’s BP BP Stock Holding History

Whipplewood 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 		$5.43K Sell
147
-1,862
-93% -$81.7K ﹤0.01% 310
2026
Q1 		$94.4K Buy
2,009
+846
+73% +$33.1K 0.05% 199
2025
Q4 		$40.4K Buy
1,163
+13
+1% +$456 0.03% 214
2025
Q3 		$39.6K Sell
1,150
-1,738
-60% -$58.2K 0.03% 213
2025
Q2 		$86.4K Buy
2,888
+14
+0.5% +$411 0.05% 253
2025
Q1 		$121K Sell
2,874
-671
-19% -$21.9K 0.07% 205
2024
Q4 		$105K Buy
+3,545
New +$107K 0.06% 226

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

Whipplewood Advisors's BP Position: Q2 2026 in Review

Whipplewood Advisors reduced its BP (BP) stake by 93% in Q2 2026, selling an estimated $81.7K and leaving 147 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Whipplewood Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q1 2025. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Whipplewood Advisors held 147 shares of BP worth $5.43K as of Q2 2026.
  • Whipplewood Advisors sold 1,862 BP shares in Q2 2026, an estimated $81.7K.
  • BP made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #310 holding.
  • Whipplewood Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's BP position peaked at $121K in Q1 2025.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.