Carolina Wealth Advisors’s BP BP Stock Holding History

Carolina 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	$2.89M	Sell	78,301 -1,293	-2%	-$56.7K	1.13%	28
2026 Q1	$3.74M	Buy	79,594 +77,866	+4,506%	+$3.05M	1.56%	19
2025 Q4	$60K	Buy	1,728 +29	+2%	+$1.02K	0.03%	107
2025 Q3	$58.5K	Buy	+1,699	New	+$56.9K	0.03%	102
2021 Q1	–	Sell	-121	Closed	-$2K	–	308
2020 Q4	$2K	Hold	121	–	–	﹤0.01%	214
2020 Q3	$2K	Hold	121	–	–	﹤0.01%	191
2020 Q2	$3K	Hold	121	–	–	﹤0.01%	145
2020 Q1	$3K	Hold	121	–	–	﹤0.01%	142
2019 Q4	$5K	Buy	+121	New	+$4.59K	﹤0.01%	149

Other funds holding BP

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

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Carolina Wealth Advisors's BP Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its BP (BP) stake by 1.6% in Q2 2026, selling an estimated $56.7K and leaving 78,301 shares worth $2.89M. The position accounts for 1.13% of the portfolio, ranked #28.

Carolina Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.74M in Q1 2026. 190 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Carolina Wealth Advisors held 78,301 shares of BP worth $2.89M as of Q2 2026.
Carolina Wealth Advisors sold 1,293 BP shares in Q2 2026, an estimated $56.7K.
BP made up 1.13% of Carolina Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Carolina Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 9 quarters since.
Carolina Wealth Advisors's BP position peaked at $3.74M in Q1 2026.
190 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.