Independent Advisor Alliance’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Sell |
31,218
-5,512
| -15% | -$216K | 0.02% | 656 |
|
|
2025
Q4 | $1.28M | Buy |
36,730
+5,359
| +17% | +$188K | 0.03% | 407 |
|
|
2025
Q3 | $1.08M | Sell |
31,371
-1,180
| -4% | -$39.5K | 0.03% | 426 |
|
|
2025
Q2 | $974K | Buy |
32,551
+2,936
| +10% | +$86.1K | 0.03% | 425 |
|
|
2025
Q1 | $1M | Buy |
29,615
+197
| +0.7% | +$6.43K | 0.03% | 376 |
|
|
2024
Q4 | $870K | Buy |
29,418
+1,147
| +4% | +$34.5K | 0.01% | 765 |
|
|
2024
Q3 | $887K | Sell |
28,271
-25,660
| -48% | -$868K | 0.03% | 347 |
|
|
2024
Q2 | $1.95M | Buy |
53,931
+436
| +0.8% | +$16.3K | 0.07% | 224 |
|
|
2024
Q1 | $2.02M | Sell |
53,495
-2,739
| -5% | -$98.2K | 0.07% | 216 |
|
|
2023
Q4 | $1.99M | Sell |
56,234
-3,366
| -6% | -$123K | 0.07% | 210 |
|
|
2023
Q3 | $2.31M | Sell |
59,600
-4,403
| -7% | -$163K | 0.1% | 178 |
|
|
2023
Q2 | $2.26M | Buy |
64,003
+179
| +0.3% | +$6.63K | 0.1% | 178 |
|
|
2023
Q1 | $2.42M | Sell |
63,824
-465
| -0.7% | -$17.4K | 0.12% | 162 |
|
|
2022
Q4 | $2.25K | Sell |
64,289
-131
| -0.2% | -$4.36K | ﹤0.01% | 244 |
|
|
2022
Q3 | $1.84M | Buy |
64,420
+672
| +1% | +$20K | 0.11% | 180 |
|
|
2022
Q2 | $1.81M | Buy |
63,748
+23,479
| +58% | +$719K | 0.1% | 176 |
|
|
2022
Q1 | $1.18M | Buy |
40,269
+2,580
| +7% | +$78.7K | 0.06% | 254 |
|
|
2021
Q4 | $1M | Sell |
37,689
-682
| -2% | -$18.9K | 0.05% | 275 |
|
|
2021
Q3 | $1.05M | Buy |
38,371
+2,723
| +8% | +$68.2K | 0.06% | 261 |
|
|
2021
Q2 | $942K | Sell |
35,648
-753
| -2% | -$19.7K | 0.05% | 294 |
|
|
2021
Q1 | $886K | Sell |
36,401
-1,751
| -5% | -$42.2K | 0.05% | 275 |
|
|
2020
Q4 | $783K | Sell |
38,152
-4,920
| -11% | -$92.7K | 0.05% | 257 |
|
|
2020
Q3 | $752K | Sell |
43,072
-2,557
| -6% | -$55.4K | 0.06% | 225 |
|
|
2020
Q2 | $1.06M | Sell |
45,629
-1,696
| -4% | -$40.7K | 0.11% | 147 |
|
|
2020
Q1 | $1.15M | Sell |
47,325
-7,648
| -14% | -$247K | 0.17% | 108 |
|
|
2019
Q4 | $2.08M | Buy |
54,973
+3,275
| +6% | +$124K | 0.09% | 231 |
|
|
2019
Q3 | $1.96M | Sell |
51,698
-4,379
| -8% | -$167K | 0.24% | 95 |
|
|
2019
Q2 | $2.3M | Buy |
56,077
+7,818
| +16% | +$328K | 0.33% | 73 |
|
|
2019
Q1 | $2.08M | Buy |
48,259
+5,857
| +14% | +$240K | 0.29% | 83 |
|
|
2018
Q4 | $1.56M | Sell |
42,402
-6,431
| -13% | -$257K | 0.28% | 82 |
|
|
2018
Q3 | $2.12M | Buy |
48,833
+925
| +2% | +$38.7K | 0.38% | 62 |
|
|
2018
Q2 | $2M | Buy |
47,908
+1,036
| +2% | +$43.5K | 0.42% | 62 |
|
|
2018
Q1 | $1.73M | Buy |
46,872
+1,847
| +4% | +$69.6K | 0.39% | 67 |
|
|
2017
Q4 | $1.78M | Buy |
45,025
+5,263
| +13% | +$191K | 0.4% | 68 |
|
|
2017
Q3 | $1.38M | Sell |
39,762
-809
| -2% | -$25.7K | 0.38% | 71 |
|
|
2017
Q2 | $1.24M | Buy |
40,571
+1,820
| +5% | +$56.6K | 0.39% | 79 |
|
|
2017
Q1 | $1.17M | Buy |
+38,751
| New | +$1.18M | 0.19% | 143 |
|
Other funds holding BP
Independent Advisor Alliance's BP Position: Q1 2026 in Review
Independent Advisor Alliance reduced its BP (BP) stake by 15% in Q1 2026, selling an estimated $216K and leaving 31,218 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #656.
Independent Advisor Alliance first reported a position in BP in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.42M in Q1 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.
- Independent Advisor Alliance held 31,218 shares of BP worth $1.47M as of Q1 2026.
- Independent Advisor Alliance sold 5,512 BP shares in Q1 2026, an estimated $216K.
- BP made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #656 holding.
- Independent Advisor Alliance first reported a position in BP in Q1 2017 and has held it in 37 quarters since.
- Independent Advisor Alliance's BP position peaked at $2.42M in Q1 2023.
- 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.