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Yoffe Investment Management’s BP BP Stock Holding History

Yoffe Investment 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 		$235K Hold
6,363
– – 0.27% 103
2026
Q1 		$299K Hold
6,363
– – 0.38% 87
2025
Q4 		$221K Hold
6,363
– – 0.28% 108
2025
Q3 		$219K Buy
+6,363
New +$213K 0.29% 106
2025
Q2 		– Sell
-6,363
Closed -$215K – 116
2025
Q1 		$215K Buy
+6,363
New +$208K 0.32% 107

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

Yoffe Investment Management's BP Position: Q2 2026 in Review

Yoffe Investment Management held its BP (BP) position steady in Q2 2026 at 6,363 shares worth $235K. The position accounts for 0.27% of the portfolio, ranked #103.

Yoffe Investment Management first reported a position in BP in Q1 2025 and has held it in 5 quarters since. The position peaked at $299K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Yoffe Investment Management held 6,363 shares of BP worth $235K as of Q2 2026.
  • Yoffe Investment Management left its BP share count unchanged in Q2 2026.
  • BP made up 0.27% of Yoffe Investment Management's portfolio in Q2 2026, its #103 holding.
  • Yoffe Investment Management first reported a position in BP in Q1 2025 and has held it in 5 quarters since.
  • Yoffe Investment Management's BP position peaked at $299K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.