AWM
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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
Q2 		$448K Buy
11,420
+138
+1% +$6.05K 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

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Accurate Wealth Management increased its BP (BP) stake by 1.2% in Q2 2026, buying an estimated $6.05K and bringing the position to 11,420 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #374.

Accurate Wealth Management first reported a position in BP in Q1 2022 and has held it in 17 quarters since. The position peaked at $524K in Q1 2026. 405 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Accurate Wealth Management held 11,420 shares of BP worth $448K as of Q2 2026.
  • Accurate Wealth Management bought 138 BP shares in Q2 2026, an estimated $6.05K.
  • BP made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Accurate Wealth Management first reported a position in BP in Q1 2022 and has held it in 17 quarters since.
  • Accurate Wealth Management's BP position peaked at $524K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.