BRWA
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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 		$22.4K Sell
600
-119,400
-100% -$5.24M ﹤0.01% 895
2026
Q1 		$56.8K Buy
120,000
+119,400
+19,900% +$4.68M ﹤0.01% 821
2025
Q4 		$20.8K Sell
600
-59,400
-99% -$2.08M ﹤0.01% 1005
2025
Q3 		$20.7K Buy
60,000
+59,400
+9,900% +$1.99M ﹤0.01% 1040
2025
Q2 		$18K Buy
+600
New +$17.6K ﹤0.01% 1018

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
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
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

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. 305 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.
  • 305 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.