CoreCap Advisors’s BP BP Stock Holding History

CoreCap 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 Q3	$231K	Buy	5,252 +28	+0.5%	+$1.2K	0.01%	794
2026 Q2	$193K	Sell	5,224 -164	-3%	-$7.2K	0.01%	872
2026 Q1	$253K	Buy	5,388 +287	+6%	+$11.2K	0.01%	723
2025 Q4	$177K	Buy	5,101 +7	+0.1%	+$246	0.01%	834
2025 Q3	$176K	Buy	5,094 +6	+0.1%	+$201	0.01%	840
2025 Q2	$152K	Sell	5,088 -324	-6%	-$9.5K	0.01%	842
2025 Q1	$183K	Sell	5,412 -74	-1%	-$2.42K	0.01%	703
2024 Q4	$162K	Sell	5,486 -515	-9%	-$15.5K	0.01%	762
2024 Q3	$188K	Buy	+6,001	New	+$203K	0.01%	711
2024 Q2	–	Sell	-5,702	Closed	-$215K	–	1727
2024 Q1	$215K	Sell	5,702 -22	-0.4%	-$789	0.01%	608
2023 Q4	$203K	Sell	5,724 -1,379	-19%	-$50.5K	0.01%	554
2023 Q3	$275K	Buy	+7,103	New	+$264K	0.02%	437
2022 Q4	$234K	Buy	+6,701	New	+$223K	0.02%	498
2022 Q3	–	Sell	-6,830	Closed	-$194K	–	724
2022 Q2	$194K	Buy	+6,830	New	+$209K	0.02%	521
2022 Q1	–	Sell	-6,068	Closed	-$162K	–	736
2021 Q4	$162K	Buy	+6,068	New	+$168K	0.01%	587

Other funds holding BP

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CoreCap Advisors's BP Position: Q3 2026 in Review

CoreCap Advisors increased its BP (BP) stake by 0.54% in Q3 2026, buying an estimated $1.2K and bringing the position to 5,252 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #794.

CoreCap Advisors first reported a position in BP in Q4 2021 and has held it in 15 quarters since. The position peaked at $275K in Q3 2023. 306 funds tracked by Wall St. Rank hold BP as of Q3 2026.

CoreCap Advisors held 5,252 shares of BP worth $231K as of Q3 2026.
CoreCap Advisors bought 28 BP shares in Q3 2026, an estimated $1.2K.
BP made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #794 holding.
CoreCap Advisors first reported a position in BP in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's BP position peaked at $275K in Q3 2023.
306 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.