Formidable Asset Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Buy |
+5,181
| New | +$227K | 0.04% | 347 |
|
|
2025
Q3 | – | Sell |
-6,349
| Closed | -$215K | – | 393 |
|
|
2025
Q2 | $215K | Hold |
6,349
| – | – | 0.04% | 360 |
|
|
2025
Q1 | $215K | Sell |
6,349
-500
| -7% | -$16.3K | 0.04% | 361 |
|
|
2024
Q4 | $202K | Sell |
6,849
-407
| -6% | -$12.2K | 0.03% | 353 |
|
|
2024
Q3 | $228K | Sell |
7,256
-2,464
| -25% | -$83.4K | 0.04% | 330 |
|
|
2024
Q2 | $351K | Buy |
9,720
+263
| +3% | +$9.86K | 0.06% | 284 |
|
|
2024
Q1 | $356K | Buy |
9,457
+2,781
| +42% | +$99.7K | 0.06% | 264 |
|
|
2023
Q4 | $236K | Buy |
+6,676
| New | +$244K | 0.05% | 241 |
|
|
2023
Q2 | – | Sell |
-5,551
| Closed | -$215K | – | 300 |
|
|
2023
Q1 | $215K | Sell |
5,551
-1,200
| -18% | -$44.8K | 0.05% | 269 |
|
|
2022
Q4 | $236K | Buy |
+6,751
| New | +$225K | 0.05% | 258 |
|
|
2022
Q2 | – | Sell |
-7,767
| Closed | -$228K | – | 326 |
|
|
2022
Q1 | $228K | Sell |
7,767
-26,095
| -77% | -$796K | 0.04% | 289 |
|
|
2021
Q4 | $902K | Buy |
+33,862
| New | +$939K | 0.17% | 114 |
|
|
2020
Q3 | – | Sell |
-9,779
| Closed | -$231K | – | 269 |
|
|
2020
Q2 | $231K | Buy |
+9,779
| New | +$235K | 0.07% | 212 |
|
|
2018
Q4 | – | Sell |
-14,568
| Closed | -$653K | – | 89 |
|
|
2018
Q3 | $653K | Sell |
14,568
-342
| -2% | -$14.3K | 0.26% | 74 |
|
|
2018
Q2 | $641K | Buy |
14,910
+1,032
| +7% | +$43.4K | 0.28% | 71 |
|
|
2018
Q1 | $523K | Sell |
13,878
-1,403
| -9% | -$52.9K | 0.26% | 73 |
|
|
2017
Q4 | $588K | Buy |
15,281
+583
| +4% | +$21.1K | 0.27% | 79 |
|
|
2017
Q3 | $509K | Buy |
+14,698
| New | +$467K | 0.21% | 104 |
|
|
2017
Q2 | – | Sell |
-14,236
| Closed | -$440K | – | 178 |
|
|
2017
Q1 | $440K | Buy |
14,236
+338
| +2% | +$10.3K | 0.19% | 115 |
|
|
2016
Q4 | $445K | Buy |
13,898
+649
| +5% | +$19.5K | 0.22% | 109 |
|
|
2016
Q3 | $392K | Sell |
13,249
-229
| -2% | -$6.64K | 0.19% | 117 |
|
|
2016
Q2 | $408K | Buy |
13,478
+602
| +5% | +$16.2K | 0.23% | 110 |
|
|
2016
Q1 | $344K | Sell |
12,876
-4,210
| -25% | -$106K | 0.24% | 91 |
|
|
2015
Q4 | $435K | Sell |
17,086
-6,806
| -28% | -$194K | 0.3% | 77 |
|
|
2015
Q3 | $614K | Buy |
+23,892
| New | +$700K | 0.41% | 54 |
|
|
2014
Q3 | – | Sell |
-22,947
| Closed | -$990K | – | 474 |
|
|
2014
Q2 | $990K | Buy |
+22,947
| New | +$946K | 0.6% | 33 |
|
|
2014
Q1 | – | Sell |
-23,375
| Closed | -$910K | – | 463 |
|
|
2013
Q4 | $910K | Buy |
+23,375
| New | +$870K | 0.61% | 29 |
|
Other funds holding BP
MIP
RL
MF
CFM
AA
YIH
Formidable Asset Management's BP Position: Q2 2026 in Review
Formidable Asset Management opened a new position in BP (BP) in Q2 2026: 5,181 shares worth $244K. The stake represents 0.04% of the portfolio and ranks #347 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in BP as recently as Q2 2025.
Formidable Asset Management first reported a position in BP in Q4 2013 and has held it in 27 quarters since. The position peaked at $990K in Q2 2014. 479 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- Formidable Asset Management held 5,181 shares of BP worth $244K as of Q2 2026.
- BP was a new Formidable Asset Management position in Q2 2026.
- BP made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #347 holding.
- Formidable Asset Management first reported a position in BP in Q4 2013 and has held it in 27 quarters since.
- Formidable Asset Management's BP position peaked at $990K in Q2 2014.
- 479 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.