AWM
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
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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
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
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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Accel Wealth Management's BP Position: Q2 2026 in Review

Accel Wealth Management reduced its BP (BP) stake by 3.5% in Q2 2026, selling an estimated $12.1K and leaving 7,629 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #236.

Accel Wealth Management first reported a position in BP in Q4 2020 and has held it in 23 quarters since. The position peaked at $413K in Q2 2024. 273 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Accel Wealth Management held 7,629 shares of BP worth $282K as of Q2 2026.
  • Accel Wealth Management sold 275 BP shares in Q2 2026, an estimated $12.1K.
  • BP made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Accel Wealth Management first reported a position in BP in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's BP position peaked at $413K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held BP as of Q2 2026.

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