2026 Q2 Portfolio Activity
In 2026 Q2, BP PLC maintained a portfolio of 2 distinct positions. The most significant new addition was WEALTHFRONT CORP, now representing 0.43% of the total fund value.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
CME (99.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
BP PLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CME
CME GROUP INC
|
Financial Services | 99.57% | 100.00% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
60,000 | $15,757,800 |
$57.67
+349.7%
|
2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
WLTH
WEALTHFRONT COR...
|
Technology | 0.43% | — |
#2
Prev: #—
|
5.2 |
—
|
6,928 | — |
NEW
|
6,928 | $68,241 |
$8.94
+7.4%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-2 of 2 holdings