AWE
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Avidian Wealth Enterprises’s BP BP Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-1,400
Closed -$37K – 499
2021
Q4 		$37K Buy
+1,400
New +$38.8K ﹤0.01% 523
2020
Q3 		– Sell
-1,400
Closed -$3K – 284
2020
Q2 		$3K Buy
+1,400
New +$33.6K ﹤0.01% 253

Other funds holding BP

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Avidian Wealth Enterprises's BP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its BP (BP) stake by 1.3% in Q3 2026, buying an estimated $17.6K and bringing the position to 32,110 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #265.

Avidian Wealth Enterprises first reported a position in BP in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.5M in Q1 2025. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Avidian Wealth Enterprises held 32,110 shares of BP worth $1.41M as of Q3 2026.
  • Avidian Wealth Enterprises bought 411 BP shares in Q3 2026, an estimated $17.6K.
  • BP made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #265 holding.
  • Avidian Wealth Enterprises first reported a position in BP in Q4 2014 and has held it in 46 quarters since.
  • Avidian Wealth Enterprises's BP position peaked at $1.5M in Q1 2025.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.