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Wilkerson Advisory Group’s BP BP Stock Holding History

Wilkerson Advisory Group’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 		$26.7K Buy
722
+572
+381% +$25.1K 0.01% 292
2026
Q1 		$7.07K Buy
150
+1
+0.7% +$39 ﹤0.01% 452
2025
Q4 		$5.17K Buy
+149
New +$5.23K ﹤0.01% 434

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

Wilkerson Advisory Group's BP Position: Q2 2026 in Review

Wilkerson Advisory Group increased its BP (BP) stake by 381% in Q2 2026, buying an estimated $25.1K and bringing the position to 722 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #292.

Wilkerson Advisory Group first reported a position in BP in Q4 2025 and has held it in 3 quarters since. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Wilkerson Advisory Group held 722 shares of BP worth $26.7K as of Q2 2026.
  • Wilkerson Advisory Group bought 572 BP shares in Q2 2026, an estimated $25.1K.
  • BP made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #292 holding.
  • Wilkerson Advisory Group first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.