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World Investment Advisors’s BP BP Stock Holding History

World Investment 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 		$972K Sell
21,203
-6,099
-22% -$268K 0.02% 710
2026
Q1 		$1.28M Buy
27,302
+1,111
+4% +$43.5K 0.02% 635
2025
Q4 		$910K Buy
26,191
+9,147
+54% +$321K 0.01% 720
2025
Q3 		$587K Buy
17,044
+704
+4% +$23.6K 0.01% 725
2025
Q2 		$489K Buy
16,340
+338
+2% +$9.91K 0.01% 738
2025
Q1 		$541K Sell
16,002
-5,613
-26% -$183K 0.01% 677
2024
Q4 		$639K Buy
21,615
+7,512
+53% +$226K 0.02% 593
2024
Q3 		$443K Buy
14,103
+2,911
+26% +$98.5K 0.01% 616
2024
Q2 		$404K Buy
+11,192
New +$419K 0.03% 440
2019
Q1 		– Sell
-7,226
Closed -$292K – 132
2018
Q4 		$292K Buy
+7,226
New +$288K 0.13% 109

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

World Investment Advisors's BP Position: Q2 2026 in Review

World Investment Advisors reduced its BP (BP) stake by 22% in Q2 2026, selling an estimated $268K and leaving 21,203 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #710.

World Investment Advisors first reported a position in BP in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.28M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • World Investment Advisors held 21,203 shares of BP worth $972K as of Q2 2026.
  • World Investment Advisors sold 6,099 BP shares in Q2 2026, an estimated $268K.
  • BP made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #710 holding.
  • World Investment Advisors first reported a position in BP in Q4 2018 and has held it in 10 quarters since.
  • World Investment Advisors's BP position peaked at $1.28M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.