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B. Riley Wealth Advisors’s BP BP Stock Holding History

B. Riley Wealth Advisors’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 		$1.36M Sell
36,348
-24,477
-40% -$1.07M 0.07% 240
2026
Q1 		$2.88M Sell
60,825
-28,685
-32% -$1.12M 0.18% 124
2025
Q4 		$3.11M Buy
89,510
+41,656
+87% +$1.46M 0.14% 152
2025
Q3 		$1.65M Buy
47,854
+23,864
+99% +$799K 0.08% 245
2025
Q2 		$718K Buy
+23,990
New +$704K 0.03% 420
2024
Q4 		$986K Sell
33,341
-7,020
-17% -$211K 0.03% 455
2024
Q3 		$1.28M Sell
40,361
-569
-1% -$19.3K 0.04% 435
2024
Q2 		$1.48M Sell
40,930
-2,398
-6% -$89.9K 0.04% 422
2024
Q1 		$1.68M Buy
43,328
+63
+0.1% +$2.26K 0.05% 400
2023
Q4 		$1.53M Sell
43,265
-63
-0.1% -$2.31K 0.04% 419
2023
Q3 		$1.68M Sell
43,328
-239,387
-85% -$8.88M 0.05% 400
2023
Q2 		$9.98M Buy
282,715
+236,193
+508% +$8.74M 0.22% 88
2023
Q1 		$1.77M Buy
46,522
+6,366
+16% +$238K 0.05% 379
2022
Q4 		$1.4M Sell
40,156
-4,684
-10% -$156K 0.04% 436
2022
Q3 		$1.28M Buy
44,840
+5,292
+13% +$157K 0.04% 426
2022
Q2 		$1.12M Sell
39,548
-3,410
-8% -$104K 0.05% 385
2022
Q1 		$1.26M Buy
42,958
+9,194
+27% +$280K 0.04% 409
2021
Q4 		$900K Buy
33,764
+3,249
+11% +$90.1K 0.03% 568
2021
Q3 		$834K Sell
30,515
-904
-3% -$22.6K 0.03% 580
2021
Q2 		$831K Sell
31,419
-4,151
-12% -$109K 0.03% 581
2021
Q1 		$868K Buy
35,570
+5,124
+17% +$123K 0.03% 524
2020
Q4 		$626K Buy
30,446
+1,205
+4% +$22.7K 0.03% 462
2020
Q3 		$512K Sell
29,241
-8,566
-23% -$185K 0.03% 521
2020
Q2 		$883K Sell
37,807
-4,518
-11% -$108K 0.06% 300
2020
Q1 		$1.03M Sell
42,325
-24,666
-37% -$798K 0.09% 229
2019
Q4 		$2.53M Buy
66,991
+8,999
+16% +$342K 0.22% 102
2019
Q3 		$2.21M Sell
57,992
-2,950
-5% -$113K 0.22% 100
2019
Q2 		$2.5M Buy
60,942
+1,225
+2% +$51.4K 0.27% 82
2019
Q1 		$2.57M Sell
59,717
-2,733
-4% -$112K 0.32% 64
2018
Q4 		$2.3M Sell
62,450
-59,109
-49% -$2.36M 0.33% 66
2018
Q3 		$5.35M Buy
121,559
+3,716
+3% +$155K 0.64% 26
2018
Q2 		$5.07M Sell
117,843
-1,710
-1% -$71.8K 0.67% 26
2018
Q1 		$4.5M Buy
119,553
+56,360
+89% +$2.12M 0.63% 29
2017
Q4 		$2.43M Sell
63,193
-14,585
-19% -$528K 0.33% 78
2017
Q3 		$2.7M Buy
77,778
+12,586
+19% +$400K 0.45% 53
2017
Q2 		$2M Buy
65,192
+15,069
+30% +$469K 0.36% 70
2017
Q1 		$1.51M Sell
50,123
-3,210
-6% -$97.6K 0.3% 91
2016
Q4 		$1.71M Sell
53,333
-3,638
-6% -$109K 0.35% 80
2016
Q3 		$1.04M Sell
56,971
-2,215
-4% -$64.3K 0.2% 127
2016
Q2 		$1.12M Buy
59,186
+607
+1% +$16.4K 0.23% 116
2016
Q1 		$963K Buy
58,579
+23,539
+67% +$594K 0.22% 109
2015
Q4 		$922K Buy
35,040
+44
+0.1% +$1.25K 0.19% 142
2015
Q3 		$901K Buy
34,996
+3,273
+10% +$95.9K 0.22% 122
2015
Q2 		$1.07M Buy
31,723
+1,443
+5% +$50.5K 0.27% 96
2015
Q1 		$983K Buy
30,280
+5,900
+24% +$193K 0.24% 107
2014
Q4 		$6.3K Sell
24,380
-6,429
-21% -$216K 0.13% 185
2014
Q3 		$1.13M Sell
30,809
-30,602
-50% -$1.21M 0.29% 79
2014
Q2 		$1.29M Buy
61,411
+37,944
+162% +$1.57M 0.3% 60
2014
Q1 		$923K Buy
23,467
+2,363
+11% +$93.2K 0.28% 80
2013
Q4 		$839K Sell
21,104
-828
-4% -$30.8K 0.27% 87
2013
Q3 		$754K Buy
21,932
+1,401
+7% +$48.1K 0.26% 89
2013
Q2 		$701K Buy
+20,531
New +$715K 0.24% 97

Other funds holding BP

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
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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

B. Riley Wealth Advisors's BP Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its BP (BP) stake by 40% in Q2 2026, selling an estimated $1.07M and leaving 36,348 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #240.

B. Riley Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.98M in Q2 2023. 215 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • B. Riley Wealth Advisors held 36,348 shares of BP worth $1.36M as of Q2 2026.
  • B. Riley Wealth Advisors sold 24,477 BP shares in Q2 2026, an estimated $1.07M.
  • BP made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • B. Riley Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's BP position peaked at $9.98M in Q2 2023.
  • 215 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.