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

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Avidian Wealth Enterprises's BP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its BP (BP) stake by 5.7% in Q2 2026, buying an estimated $74.6K and bringing the position to 31,699 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #287.

Avidian Wealth Enterprises first reported a position in BP in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.5M in Q1 2025. 505 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Avidian Wealth Enterprises held 31,699 shares of BP worth $1.17M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,701 BP shares in Q2 2026, an estimated $74.6K.
  • BP made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #287 holding.
  • Avidian Wealth Enterprises first reported a position in BP in Q4 2014 and has held it in 45 quarters since.
  • Avidian Wealth Enterprises's BP position peaked at $1.5M in Q1 2025.
  • 505 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.