Aull & Monroe Investment Management’s BP BP Stock Holding History

Aull & Monroe Investment 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	$461K	Hold	12,475	–	–	0.19%	87
2026 Q1	$586K	Hold	12,475	–	–	0.27%	70
2025 Q4	$433K	Hold	12,475	–	–	0.22%	83
2025 Q3	$430K	Sell	12,475 -500	-4%	-$16.7K	0.22%	84
2025 Q2	$388K	Hold	12,975	–	–	0.21%	88
2025 Q1	$438K	Sell	12,975 -300	-2%	-$9.79K	0.22%	83
2024 Q4	$392K	Sell	13,275 -1,900	-13%	-$57.1K	0.2%	90
2024 Q3	$476K	Sell	15,175 -859	-5%	-$29.1K	0.22%	84
2024 Q2	$579K	Sell	16,034 -32	-0.2%	-$1.2K	0.28%	74
2024 Q1	$605K	Sell	16,066 -66	-0.4%	-$2.37K	0.28%	76
2023 Q4	$571K	Sell	16,132 -151	-0.9%	-$5.53K	0.28%	75
2023 Q3	$630K	Hold	16,283	–	–	0.33%	69
2023 Q2	$575K	Hold	16,283	–	–	0.29%	75
2023 Q1	$618K	Sell	16,283 -534	-3%	-$19.9K	0.31%	73
2022 Q4	$587K	Hold	16,817	–	–	0.29%	74
2022 Q3	$480K	Sell	16,817 -850	-5%	-$25.3K	0.26%	77
2022 Q2	$501K	Sell	17,667 -121	-0.7%	-$3.71K	0.25%	82
2022 Q1	$523K	Hold	17,788	–	–	0.24%	87
2021 Q4	$474K	Sell	17,788 -450	-2%	-$12.5K	0.21%	92
2021 Q3	$499K	Hold	18,238	–	–	0.25%	86
2021 Q2	$482K	Hold	18,238	–	–	0.23%	87
2021 Q1	$444K	Sell	18,238 -764	-4%	-$18.4K	0.22%	89
2020 Q4	$389K	Sell	19,002 -480	-2%	-$9.05K	0.21%	92
2020 Q3	$340K	Hold	19,482	–	–	0.2%	94
2020 Q2	$454K	Sell	19,482 -400	-2%	-$9.6K	0.28%	83
2020 Q1	$485K	Sell	19,882 -200	-1%	-$6.47K	0.33%	75
2019 Q4	$758K	Sell	20,082 -200	-1%	-$7.59K	0.38%	72
2019 Q3	$770K	Sell	20,282 -342	-2%	-$13K	0.41%	69
2019 Q2	$846K	Sell	20,624 -203	-1%	-$8.52K	0.45%	66
2019 Q1	$895K	Sell	20,827 -1,183	-5%	-$48.5K	0.48%	63
2018 Q4	$809K	Sell	22,010 -1,673	-7%	-$66.8K	0.46%	67
2018 Q3	$1.04M	Buy	23,683 +84	+0.4%	+$3.51K	0.5%	63
2018 Q2	$1.01M	Sell	23,599 -551	-2%	-$23.2K	0.52%	63
2018 Q1	$909K	Sell	24,150 -692	-3%	-$26.1K	0.47%	67
2017 Q4	$956K	Sell	24,842 -2,924	-11%	-$106K	0.48%	68
2017 Q3	$962K	Sell	27,766 -591	-2%	-$18.8K	0.5%	68
2017 Q2	$871K	Sell	28,357 -473	-2%	-$14.7K	0.47%	70
2017 Q1	$868K	Sell	28,830 -516	-2%	-$15.7K	0.46%	71
2016 Q4	$939K	Sell	29,346 -533	-2%	-$16K	0.53%	65
2016 Q3	$884K	Hold	29,879	–	–	0.51%	66
2016 Q2	$893K	Hold	29,879	–	–	0.51%	65
2016 Q1	$759K	Buy	29,879 +713	+2%	+$18K	0.46%	71
2015 Q4	$768K	Sell	29,166 -1,188	-4%	-$33.8K	0.48%	68
2015 Q3	$780K	Sell	30,354 -98	-0.3%	-$2.87K	0.51%	68
2015 Q2	$961K	Sell	30,452 -2,058	-6%	-$72K	0.56%	65
2015 Q1	$1.05M	Sell	32,510 -241	-0.7%	-$7.89K	0.59%	60
2014 Q4	$1.04M	Sell	32,751 -4,994	-13%	-$168K	0.56%	62
2014 Q3	$1.36M	Buy	37,745 +853	+2%	+$33.8K	0.72%	50
2014 Q2	$1.59M	Hold	36,892	–	–	0.85%	45
2014 Q1	$1.45M	Sell	36,892 -305	-0.8%	-$12K	0.83%	47
2013 Q4	$1.48M	Hold	37,197	–	–	0.86%	44
2013 Q3	$1.28M	Sell	37,197 -489	-1%	-$16.8K	0.83%	44
2013 Q2	$1.29M	Buy	+37,686	New	+$1.31M	0.87%	46

Other funds holding BP

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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

Aull & Monroe Investment Management's BP Position: Q2 2026 in Review

Aull & Monroe Investment Management held its BP (BP) position steady in Q2 2026 at 12,475 shares worth $461K. The position accounts for 0.19% of the portfolio, ranked #87.

Aull & Monroe Investment Management first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q2 2014. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Aull & Monroe Investment Management held 12,475 shares of BP worth $461K as of Q2 2026.
Aull & Monroe Investment Management left its BP share count unchanged in Q2 2026.
BP made up 0.19% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #87 holding.
Aull & Monroe Investment Management first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
Aull & Monroe Investment Management's BP position peaked at $1.59M in Q2 2014.
342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.