Integrated Wealth Concepts’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 | $1.58M | Sell |
42,814
-2,758
| -6% | -$121K | 0.01% | 1075 |
|
|
2026
Q1 | $2.14M | Buy |
45,572
+19,918
| +78% | +$780K | 0.02% | 724 |
|
|
2025
Q4 | $891K | Sell |
25,654
-9,856
| -28% | -$346K | 0.01% | 819 |
|
|
2025
Q3 | $1.22M | Sell |
35,510
-819
| -2% | -$27.4K | 0.01% | 876 |
|
|
2025
Q2 | $1.09M | Buy |
36,329
+3,314
| +10% | +$97.2K | 0.01% | 873 |
|
|
2025
Q1 | $1.12M | Buy |
33,015
+164
| +0.5% | +$5.35K | 0.01% | 783 |
|
|
2024
Q4 | $971K | Sell |
32,851
-2,110
| -6% | -$63.4K | 0.01% | 823 |
|
|
2024
Q3 | $1.1M | Sell |
34,961
-544
| -2% | -$18.4K | 0.01% | 762 |
|
|
2024
Q2 | $1.28M | Buy |
35,505
+145
| +0.4% | +$5.43K | 0.02% | 648 |
|
|
2024
Q1 | $1.33M | Sell |
35,360
-1,023
| -3% | -$36.7K | 0.02% | 651 |
|
|
2023
Q4 | $1.29M | Sell |
36,383
-3,251
| -8% | -$119K | 0.02% | 626 |
|
|
2023
Q3 | $1.53M | Sell |
39,634
-1,922
| -5% | -$71.3K | 0.03% | 538 |
|
|
2023
Q2 | $1.47M | Buy |
41,556
+756
| +2% | +$28K | 0.03% | 551 |
|
|
2023
Q1 | $1.55M | Buy |
40,800
+9,319
| +30% | +$348K | 0.03% | 483 |
|
|
2022
Q4 | $1.1M | Sell |
31,481
-2,813
| -8% | -$93.6K | 0.03% | 450 |
|
|
2022
Q3 | $979K | Sell |
34,294
-12,436
| -27% | -$370K | 0.03% | 432 |
|
|
2022
Q2 | $1.32M | Buy |
46,730
+20,614
| +79% | +$632K | 0.04% | 373 |
|
|
2022
Q1 | $768K | Buy |
26,116
+833
| +3% | +$25.4K | 0.02% | 462 |
|
|
2021
Q4 | $673K | Sell |
25,283
-10,812
| -30% | -$300K | 0.02% | 539 |
|
|
2021
Q3 | $986K | Buy |
36,095
+12,992
| +56% | +$325K | 0.03% | 386 |
|
|
2021
Q2 | $610K | Sell |
23,103
-559
| -2% | -$14.7K | 0.02% | 485 |
|
|
2021
Q1 | $576K | Sell |
23,662
-418
| -2% | -$10.1K | 0.02% | 446 |
|
|
2020
Q4 | $494K | Buy |
24,080
+11,387
| +90% | +$215K | 0.02% | 416 |
|
|
2020
Q3 | $222K | Sell |
12,693
-470
| -4% | -$10.2K | 0.01% | 520 |
|
|
2020
Q2 | $307K | Sell |
13,163
-349
| -3% | -$8.38K | 0.02% | 393 |
|
|
2020
Q1 | $330K | Sell |
13,512
-16,377
| -55% | -$530K | 0.03% | 289 |
|
|
2019
Q4 | $1.13M | Buy |
29,889
+9,312
| +45% | +$354K | 0.1% | 139 |
|
|
2019
Q3 | $782K | Buy |
20,577
+5,724
| +39% | +$218K | 0.09% | 150 |
|
|
2019
Q2 | $616K | Buy |
14,853
+1,049
| +8% | +$44K | 0.08% | 160 |
|
|
2019
Q1 | $593K | Buy |
13,804
+3,875
| +39% | +$159K | 0.1% | 146 |
|
|
2018
Q4 | $365K | Buy |
9,929
+3,215
| +48% | +$128K | 0.1% | 161 |
|
|
2018
Q3 | $300K | Buy |
6,714
+1,180
| +21% | +$49.3K | 0.09% | 171 |
|
|
2018
Q2 | $235K | Buy |
+5,534
| New | +$233K | 0.08% | 189 |
|
Other funds holding BP
Integrated Wealth Concepts's BP Position: Q2 2026 in Review
Integrated Wealth Concepts reduced its BP (BP) stake by 6.1% in Q2 2026, selling an estimated $121K and leaving 42,814 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #1075.
Integrated Wealth Concepts first reported a position in BP in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.14M in Q1 2026. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- Integrated Wealth Concepts held 42,814 shares of BP worth $1.58M as of Q2 2026.
- Integrated Wealth Concepts sold 2,758 BP shares in Q2 2026, an estimated $121K.
- BP made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1075 holding.
- Integrated Wealth Concepts first reported a position in BP in Q2 2018 and has held it in 33 quarters since.
- Integrated Wealth Concepts's BP position peaked at $2.14M in Q1 2026.
- 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.