Herold Advisors
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Herold Advisors’s BP BP Stock Holding History

Herold 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 		$943K Sell
21,438
-2,574
-11% -$110K 0.18% 126
2026
Q2 		$884K Buy
24,012
+340
+1% +$14.9K 0.17% 130
2026
Q1 		$1.11M Sell
23,672
-62
-0.3% -$2.43K 0.24% 98
2025
Q4 		$824K Sell
23,734
-696
-3% -$24.4K 0.18% 122
2025
Q3 		$842K Buy
24,430
+5,472
+29% +$183K 0.2% 128
2025
Q2 		$567K Sell
18,958
-2,834
-13% -$83.1K 0.12% 174
2025
Q1 		$736K Sell
21,792
-26
-0.1% -$849 0.16% 143
2024
Q4 		$645K Buy
21,818
+131
+0.6% +$3.94K 0.14% 162
2024
Q3 		$681K Buy
21,687
+2,435
+13% +$82.4K 0.15% 157
2024
Q2 		$695K Buy
19,252
+4,234
+28% +$159K 0.16% 150
2024
Q1 		$566K Buy
15,018
+1,978
+15% +$70.9K 0.14% 162
2023
Q4 		$462K Buy
13,040
+578
+5% +$21.2K 0.13% 165
2023
Q3 		$483K Buy
12,462
+400
+3% +$14.8K 0.15% 162
2023
Q2 		$426K Buy
12,062
+1,120
+10% +$41.4K 0.13% 170
2023
Q1 		$415K Hold
10,942
– – 0.14% 157
2022
Q4 		$382K Buy
10,942
+7
+0.1% +$233 0.16% 137
2022
Q3 		$312K Buy
10,935
+306
+3% +$9.11K 0.15% 146
2022
Q2 		$301K Buy
10,629
+7
+0.1% +$214 0.13% 155
2022
Q1 		$312K Buy
10,622
+580
+6% +$17.7K 0.11% 156
2021
Q4 		$267K Sell
10,042
-200
-2% -$5.55K 0.1% 171
2021
Q3 		$279K Buy
+10,242
New +$257K 0.11% 163

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Herold Advisors's BP Position: Q3 2026 in Review

Herold Advisors reduced its BP (BP) stake by 11% in Q3 2026, selling an estimated $110K and leaving 21,438 shares worth $943K. The position accounts for 0.18% of the portfolio, ranked #126.

Herold Advisors first reported a position in BP in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q1 2026. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Herold Advisors held 21,438 shares of BP worth $943K as of Q3 2026.
  • Herold Advisors sold 2,574 BP shares in Q3 2026, an estimated $110K.
  • BP made up 0.18% of Herold Advisors's portfolio in Q3 2026, its #126 holding.
  • Herold Advisors first reported a position in BP in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's BP position peaked at $1.11M in Q1 2026.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.