B.A. Schrock Wealth Management, Inc.’s BP BP Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$321K	Buy	+7,214	New	+$310K	0.12%	109

Other funds holding BP

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s BP Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in BP (BP) in Q3 2026: 7,214 shares worth $321K. The stake represents 0.12% of the portfolio and ranks #109 among its holdings.

159 funds tracked by Wall St. Rank hold BP as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 7,214 shares of BP worth $321K as of Q3 2026.
BP was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
BP made up 0.12% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #109 holding.
159 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.