Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s BP BP Stock Holding History

Halbert Hargrove Global 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 		$25K Sell
568
-15
-3% -$644 ﹤0.01% 236
2026
Q2 		$21.5K Buy
583
+15
+3% +$658 ﹤0.01% 261
2026
Q1 		$26.7K Hold
568
– – ﹤0.01% 229
2025
Q4 		$19.7K Hold
568
– – ﹤0.01% 249
2025
Q3 		$19.6K Buy
568
+500
+735% +$16.7K ﹤0.01% 252
2025
Q2 		$2.04K Sell
68
-8
-11% -$235 ﹤0.01% 288
2025
Q1 		$2.57K Buy
76
+8
+12% +$261 ﹤0.01% 376
2024
Q4 		$2.01K Buy
+68
New +$2.04K ﹤0.01% 280
2015
Q3 		– Sell
-15,957
Closed -$537K – 107
2015
Q2 		$537K Sell
15,957
-1,384
-8% -$48.5K 0.13% 73
2015
Q1 		$563K Buy
17,341
+7,057
+69% +$231K 0.18% 71
2014
Q4 		$325K Sell
10,284
-913
-8% -$30.7K 0.16% 76
2014
Q3 		$403K Buy
+11,197
New +$444K 0.11% 72
2014
Q2 		– Sell
-10,691
Closed -$421K – 126
2014
Q1 		$421K Sell
10,691
-753
-7% -$29.7K 0.13% 54
2013
Q4 		$455K Buy
+11,444
New +$426K 0.14% 49

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Carrhae Capital
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Bank of New York Mellon
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US Bancorp
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Wilkins Investment Counsel
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Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Creative Planning
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Halbert Hargrove Global Advisors's BP Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its BP (BP) stake by 2.6% in Q3 2026, selling an estimated $644 and leaving 568 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Halbert Hargrove Global Advisors first reported a position in BP in Q4 2013 and has held it in 14 quarters since. The position peaked at $563K in Q1 2015. 658 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Halbert Hargrove Global Advisors held 568 shares of BP worth $25K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 15 BP shares in Q3 2026, an estimated $644.
  • BP made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #236 holding.
  • Halbert Hargrove Global Advisors first reported a position in BP in Q4 2013 and has held it in 14 quarters since.
  • Halbert Hargrove Global Advisors's BP position peaked at $563K in Q1 2015.
  • 658 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.