Accel Wealth Management
BP icon

Accel Wealth Management’s BP BP Stock Holding History

Accel Wealth 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
Q3 		$367K Buy
8,349
+720
+9% +$30.9K 0.08% 187
2026
Q2 		$282K Sell
7,629
-275
-3% -$12.1K 0.06% 236
2026
Q1 		$372K Sell
7,904
-257
-3% -$10.1K 0.1% 190
2025
Q4 		$283K Sell
8,161
-1,479
-15% -$51.9K 0.08% 210
2025
Q3 		$332K Sell
9,640
-479
-5% -$16K 0.1% 192
2025
Q2 		$303K Sell
10,119
-114
-1% -$3.34K 0.1% 197
2025
Q1 		$346K Sell
10,233
-480
-4% -$15.7K 0.13% 170
2024
Q4 		$317K Sell
10,713
-463
-4% -$13.9K 0.12% 179
2024
Q3 		$351K Sell
11,176
-277
-2% -$9.37K 0.13% 168
2024
Q2 		$413K Buy
11,453
+682
+6% +$25.6K 0.17% 129
2024
Q1 		$406K Buy
10,771
+350
+3% +$12.5K 0.17% 126
2023
Q4 		$369K Buy
10,421
+439
+4% +$16.1K 0.19% 121
2023
Q3 		$387K Sell
9,982
-632
-6% -$23.5K 0.22% 107
2023
Q2 		$375K Buy
10,614
+327
+3% +$12.1K 0.21% 109
2023
Q1 		$390K Sell
10,287
-26
-0.3% -$971 0.16% 137
2022
Q4 		$360K Sell
10,313
-187
-2% -$6.22K 0.17% 109
2022
Q3 		$328K Sell
10,500
-10
-0.1% -$298 0.18% 114
2022
Q2 		$280K Buy
10,510
+16
+0.2% +$490 0.16% 117
2022
Q1 		$313K Buy
10,494
+304
+3% +$9.27K 0.16% 107
2021
Q4 		$271K Buy
10,190
+54
+0.5% +$1.5K 0.13% 124
2021
Q3 		$277K Buy
10,136
+3
+0% +$75 0.18% 100
2021
Q2 		$268K Sell
10,133
-420
-4% -$11K 0.18% 111
2021
Q1 		$257K Sell
10,553
-204
-2% -$4.91K 0.21% 100
2020
Q4 		$221K Buy
+10,757
New +$203K 0.21% 108

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Accel Wealth Management's BP Position: Q3 2026 in Review

Accel Wealth Management increased its BP (BP) stake by 9.4% in Q3 2026, buying an estimated $30.9K and bringing the position to 8,349 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #187.

Accel Wealth Management first reported a position in BP in Q4 2020 and has held it in 24 quarters since. The position peaked at $413K in Q2 2024. 447 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Accel Wealth Management held 8,349 shares of BP worth $367K as of Q3 2026.
  • Accel Wealth Management bought 720 BP shares in Q3 2026, an estimated $30.9K.
  • BP made up 0.08% of Accel Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Accel Wealth Management first reported a position in BP in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's BP position peaked at $413K in Q2 2024.
  • 447 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.