Abundance Wealth Counselors’s BP BP Stock Holding History

Abundance Wealth Counselors’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	$2.32M	Buy	62,821 +31,581	+101%	+$1.39M	0.15%	98
2026 Q1	$1.47M	Sell	31,240 -1,104	-3%	-$43.3K	0.21%	71
2025 Q4	$1.12M	Buy	32,344 +340	+1%	+$11.9K	0.19%	86
2025 Q3	$1.1M	Buy	32,004 +735	+2%	+$24.6K	0.19%	91
2025 Q2	$936K	Buy	31,269 +636	+2%	+$18.7K	0.18%	94
2025 Q1	$1.03M	Buy	30,633 +4,203	+16%	+$137K	0.22%	81
2024 Q4	$781K	Buy	+26,430	New	+$794K	0.17%	94
2021 Q2	–	Sell	-100	Closed	-$2K	–	136
2021 Q1	$2K	Buy	+100	New	+$2.41K	﹤0.01%	322

Other funds holding BP

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Abundance Wealth Counselors's BP Position: Q2 2026 in Review

Abundance Wealth Counselors increased its BP (BP) stake by 101% in Q2 2026, buying an estimated $1.39M and bringing the position to 62,821 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #98.

Abundance Wealth Counselors first reported a position in BP in Q1 2021 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Abundance Wealth Counselors held 62,821 shares of BP worth $2.32M as of Q2 2026.
Abundance Wealth Counselors bought 31,581 BP shares in Q2 2026, an estimated $1.39M.
BP made up 0.15% of Abundance Wealth Counselors's portfolio in Q2 2026, its #98 holding.
Abundance Wealth Counselors first reported a position in BP in Q1 2021 and has held it in 8 quarters since.
305 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.