Accurate Wealth Management
BP icon

Accurate Wealth Management’s BP BP Stock Holding History

Accurate 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 		$481K Sell
9,914
-1,506
-13% -$64.6K 0.04% 380
2026
Q2 		$448K Buy
11,420
+138
+1% +$6.06K 0.04% 374
2026
Q1 		$524K Buy
11,282
+95
+0.8% +$3.72K 0.06% 305
2025
Q4 		$384K Buy
11,187
+236
+2% +$8.28K 0.05% 355
2025
Q3 		$363K Sell
10,951
-170
-2% -$5.69K 0.05% 361
2025
Q2 		$351K Sell
11,121
-8
-0.1% -$235 0.05% 331
2025
Q1 		$296K Sell
11,129
-98
-0.9% -$3.2K 0.06% 288
2024
Q4 		$351K Buy
11,227
+126
+1% +$3.79K 0.07% 264
2024
Q3 		$341K Sell
11,101
-71
-0.6% -$2.4K 0.07% 269
2024
Q2 		$391K Sell
11,172
-425
-4% -$15.9K 0.09% 197
2024
Q1 		$447K Sell
11,597
-41
-0.4% -$1.47K 0.13% 158
2023
Q4 		$403K Sell
11,638
-53
-0.5% -$1.94K 0.13% 163
2023
Q3 		$477K Sell
11,691
-560
-5% -$20.8K 0.15% 142
2023
Q2 		$435K Buy
12,251
+460
+4% +$17K 0.14% 151
2023
Q1 		$468K Buy
11,791
+350
+3% +$13.1K 0.16% 140
2022
Q4 		$399K Buy
11,441
+2,499
+28% +$83.2K 0.15% 122
2022
Q3 		$375K Buy
+8,942
New +$266K 0.16% 115
2022
Q2 		– Sell
-7,842
Closed -$231K – 160
2022
Q1 		$231K Buy
+7,842
New +$239K 0.1% 151

Other funds holding BP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wilkins Investment Counsel
Wilkins Investment Counsel Boston, Massachusetts $764M AUM 26.91% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Accurate Wealth Management reduced its BP (BP) stake by 13% in Q3 2026, selling an estimated $64.6K and leaving 9,914 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #380.

Accurate Wealth Management first reported a position in BP in Q1 2022 and has held it in 18 quarters since. The position peaked at $524K in Q1 2026. 658 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Accurate Wealth Management held 9,914 shares of BP worth $481K as of Q3 2026.
  • Accurate Wealth Management sold 1,506 BP shares in Q3 2026, an estimated $64.6K.
  • BP made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #380 holding.
  • Accurate Wealth Management first reported a position in BP in Q1 2022 and has held it in 18 quarters since.
  • Accurate Wealth Management's BP position peaked at $524K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.