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Eclectic Associates’s BP BP Stock Holding History

Eclectic Associates’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 		$238K Buy
6,446
+1,008
+19% +$44.2K 0.03% 146
2026
Q1 		$256K Sell
5,438
-1,730
-24% -$67.8K 0.03% 136
2025
Q4 		$249K Buy
+7,168
New +$251K 0.04% 126

Other funds holding BP

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

Eclectic Associates's BP Position: Q2 2026 in Review

Eclectic Associates increased its BP (BP) stake by 19% in Q2 2026, buying an estimated $44.2K and bringing the position to 6,446 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #146.

Eclectic Associates first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 190 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Eclectic Associates held 6,446 shares of BP worth $238K as of Q2 2026.
  • Eclectic Associates bought 1,008 BP shares in Q2 2026, an estimated $44.2K.
  • BP made up 0.03% of Eclectic Associates's portfolio in Q2 2026, its #146 holding.
  • Eclectic Associates first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • Eclectic Associates's BP position peaked at $256K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.