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Dupree Financial Group’s BP BP Stock Holding History

Dupree Financial Group’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 		$7.09M Buy
161,280
+4,557
+3% +$196K 2.56% 12
2026
Q2 		$5.79M Sell
156,723
-141,739
-47% -$6.22M 2.17% 15
2026
Q1 		$14M Sell
298,462
-92,890
-24% -$3.64M 5.65% 2
2025
Q4 		$13.6M Buy
391,352
+1,080
+0.3% +$37.9K 4.95% 4
2025
Q3 		$13.4M Buy
390,272
+201,613
+107% +$6.75M 5.11% 6
2025
Q2 		$5.65M Buy
188,659
+99,118
+111% +$2.91M 2.23% 18
2025
Q1 		$3.03M Buy
+89,541
New +$2.92M 1.23% 27
2024
Q4 		– Sell
-189,946
Closed -$5.96M – 69
2024
Q3 		$5.96M Buy
189,946
+126,154
+198% +$4.27M 2.39% 14
2024
Q2 		$2.3M Buy
63,792
+55,610
+680% +$2.08M 1.05% 30
2024
Q1 		$308K Buy
+8,182
New +$293K 0.14% 48

Other funds holding BP

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Dupree Financial Group's BP Position: Q3 2026 in Review

Dupree Financial Group increased its BP (BP) stake by 2.9% in Q3 2026, buying an estimated $196K and bringing the position to 161,280 shares worth $7.09M. The position accounts for 2.56% of the portfolio, ranked #12.

Dupree Financial Group first reported a position in BP in Q1 2024 and has held it in 10 quarters since. The position peaked at $14M in Q1 2026. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Dupree Financial Group held 161,280 shares of BP worth $7.09M as of Q3 2026.
  • Dupree Financial Group bought 4,557 BP shares in Q3 2026, an estimated $196K.
  • BP made up 2.56% of Dupree Financial Group's portfolio in Q3 2026, its #12 holding.
  • Dupree Financial Group first reported a position in BP in Q1 2024 and has held it in 10 quarters since.
  • Dupree Financial Group's BP position peaked at $14M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.