WJWM
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Williams Jones Wealth Management’s BP BP Stock Holding History

Williams Jones 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
Q2 		$482K Sell
13,043
-58
-0.4% -$2.54K 0.01% 381
2026
Q1 		$616K Buy
13,101
+2,131
+19% +$83.5K 0.01% 323
2025
Q4 		$381K Sell
10,970
-1,500
-12% -$52.6K ﹤0.01% 383
2025
Q3 		$430K Hold
12,470
– – ﹤0.01% 371
2025
Q2 		$373K Hold
12,470
– – ﹤0.01% 386
2025
Q1 		$421K Hold
12,470
– – 0.01% 359
2024
Q4 		$369K Hold
12,470
– – ﹤0.01% 389
2024
Q3 		$391K Sell
12,470
-662
-5% -$22.4K ﹤0.01% 393
2024
Q2 		$474K Sell
13,132
-1,610
-11% -$60.3K 0.01% 359
2024
Q1 		$555K Sell
14,742
-880
-6% -$31.6K 0.01% 336
2023
Q4 		$553K Sell
15,622
-681
-4% -$24.9K 0.01% 331
2023
Q3 		$631K Sell
16,303
-429
-3% -$15.9K 0.01% 305
2023
Q2 		$590K Sell
16,732
-2,955
-15% -$109K 0.01% 313
2023
Q1 		$747K Sell
19,687
-250
-1% -$9.34K 0.01% 311
2022
Q4 		$696K Sell
19,937
-164
-0.8% -$5.46K 0.01% 315
2022
Q3 		$574K Sell
20,101
-8,023
-29% -$239K 0.01% 343
2022
Q2 		$797K Buy
+28,124
New +$862K 0.01% 298
2020
Q3 		– Sell
-9,500
Closed -$222K – 442
2020
Q2 		$222K Sell
9,500
-10,362
-52% -$249K ﹤0.01% 363
2020
Q1 		$484K Sell
19,862
-41
-0.2% -$1.33K 0.01% 229
2019
Q4 		$751K Sell
19,903
-8,019
-29% -$304K 0.01% 232
2019
Q3 		$1.06M Buy
+27,922
New +$1.07M 0.02% 193

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Williams Jones Wealth Management's BP Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its BP (BP) stake by 0.44% in Q2 2026, selling an estimated $2.54K and leaving 13,043 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #381.

Williams Jones Wealth Management first reported a position in BP in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.06M in Q3 2019. 607 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Williams Jones Wealth Management held 13,043 shares of BP worth $482K as of Q2 2026.
  • Williams Jones Wealth Management sold 58 BP shares in Q2 2026, an estimated $2.54K.
  • BP made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Williams Jones Wealth Management first reported a position in BP in Q3 2019 and has held it in 21 quarters since.
  • Williams Jones Wealth Management's BP position peaked at $1.06M in Q3 2019.
  • 607 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.