JFS Wealth Advisors’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 | $50.1K | Buy |
1,355
+15
| +1% | +$658 | ﹤0.01% | 552 |
|
|
2026
Q1 | $63K | Sell |
1,340
-27
| -2% | -$1.06K | ﹤0.01% | 476 |
|
|
2025
Q4 | $47.5K | Hold |
1,367
| – | – | ﹤0.01% | 536 |
|
|
2025
Q3 | $47.1K | Hold |
1,367
| – | – | ﹤0.01% | 517 |
|
|
2025
Q2 | $40.9K | Sell |
1,367
-353
| -21% | -$10.4K | ﹤0.01% | 502 |
|
|
2025
Q1 | $58.1K | Sell |
1,720
-178
| -9% | -$5.81K | ﹤0.01% | 446 |
|
|
2024
Q4 | $56.1K | Hold |
1,898
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $59.6K | Sell |
1,898
-429
| -18% | -$14.5K | ﹤0.01% | 439 |
|
|
2024
Q2 | $84K | Sell |
2,327
-204
| -8% | -$7.64K | 0.01% | 338 |
|
|
2024
Q1 | $95.4K | Sell |
2,531
-1
| -0% | -$36 | 0.01% | 321 |
|
|
2023
Q4 | $89.6K | Buy |
2,532
+6
| +0.2% | +$220 | 0.01% | 323 |
|
|
2023
Q3 | $97.8K | Buy |
2,526
+4
| +0.2% | +$148 | 0.01% | 282 |
|
|
2023
Q2 | $89K | Buy |
2,522
+14
| +0.6% | +$518 | 0.01% | 290 |
|
|
2023
Q1 | $95.2K | Buy |
2,508
+1
| +0% | +$37 | 0.01% | 281 |
|
|
2022
Q4 | $87.6K | Buy |
2,507
+373
| +17% | +$12.4K | 0.01% | 291 |
|
|
2022
Q3 | $61K | Buy |
2,134
+419
| +24% | +$12.5K | 0.01% | 352 |
|
|
2022
Q2 | $49K | Sell |
1,715
-18
| -1% | -$552 | 0.01% | 397 |
|
|
2022
Q1 | $51K | Sell |
1,733
-912
| -34% | -$27.8K | ﹤0.01% | 421 |
|
|
2021
Q4 | $70K | Hold |
2,645
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $72K | Buy |
2,645
+904
| +52% | +$22.6K | 0.01% | 367 |
|
|
2021
Q2 | $46K | Hold |
1,741
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $42K | Sell |
1,741
-753
| -30% | -$18.1K | 0.01% | 263 |
|
|
2020
Q4 | $51K | Hold |
2,494
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $44K | Buy |
2,494
+246
| +11% | +$5.33K | 0.01% | 250 |
|
|
2020
Q2 | $52K | Buy |
2,248
+504
| +29% | +$12.1K | 0.01% | 224 |
|
|
2020
Q1 | $43K | Buy |
1,744
+519
| +42% | +$16.8K | 0.01% | 229 |
|
|
2019
Q4 | $46K | Sell |
1,225
-588
| -32% | -$22.3K | 0.01% | 247 |
|
|
2019
Q3 | $69K | Sell |
1,813
-20
| -1% | -$763 | 0.02% | 218 |
|
|
2019
Q2 | $75K | Buy |
1,833
+13
| +0.7% | +$545 | 0.02% | 210 |
|
|
2019
Q1 | $78K | Sell |
1,820
-205
| -10% | -$8.4K | 0.02% | 199 |
|
|
2018
Q4 | $74K | Sell |
2,025
-1,951
| -49% | -$77.9K | 0.02% | 196 |
|
|
2018
Q3 | $175K | Buy |
3,976
+46
| +1% | +$1.92K | 0.05% | 149 |
|
|
2018
Q2 | $169K | Sell |
3,930
-443
| -10% | -$18.6K | 0.04% | 149 |
|
|
2018
Q1 | $165K | Sell |
4,373
-211
| -5% | -$7.95K | 0.04% | 152 |
|
|
2017
Q4 | $176K | Sell |
4,584
-286
| -6% | -$10.4K | 0.04% | 149 |
|
|
2017
Q3 | $169K | Sell |
4,870
-633
| -12% | -$20.1K | 0.04% | 144 |
|
|
2017
Q2 | $169K | Sell |
5,503
-960
| -15% | -$29.9K | 0.05% | 133 |
|
|
2017
Q1 | $211K | Sell |
6,463
-116
| -2% | -$3.53K | 0.06% | 123 |
|
|
2016
Q4 | $211K | Sell |
6,579
-65
| -1% | -$1.96K | 0.06% | 123 |
|
|
2016
Q3 | $197K | Buy |
6,644
+249
| +4% | +$7.22K | 0.06% | 128 |
|
|
2016
Q2 | $191K | Buy |
6,395
+340
| +6% | +$9.16K | 0.05% | 160 |
|
|
2016
Q1 | $154K | Buy |
6,055
+221
| +4% | +$5.58K | 0.05% | 149 |
|
|
2015
Q4 | $153K | Sell |
5,834
-1,856
| -24% | -$52.8K | 0.04% | 154 |
|
|
2015
Q3 | $198K | Sell |
7,690
-570
| -7% | -$16.7K | 0.09% | 101 |
|
|
2015
Q2 | $278K | Sell |
8,260
-23,478
| -74% | -$822K | 0.14% | 73 |
|
|
2015
Q1 | $384K | Buy |
31,738
+24,466
| +336% | +$801K | 0.18% | 61 |
|
|
2014
Q4 | $230K | Sell |
7,272
-22,532
| -76% | -$757K | 0.04% | 77 |
|
|
2014
Q3 | $409K | Buy |
29,804
+21,318
| +251% | +$844K | 0.07% | 51 |
|
|
2014
Q2 | $366K | Sell |
8,486
-3,389
| -29% | -$140K | 0.07% | 54 |
|
|
2014
Q1 | $467K | Sell |
11,875
-5,470
| -32% | -$216K | 0.26% | 55 |
|
|
2013
Q4 | $690K | Buy |
17,345
+1,058
| +6% | +$39.4K | 0.3% | 51 |
|
|
2013
Q3 | $560K | Buy |
16,287
+3,766
| +30% | +$129K | 0.26% | 58 |
|
|
2013
Q2 | $427K | Buy |
+12,521
| New | +$436K | 0.21% | 64 |
|
Other funds holding BP
JFS Wealth Advisors's BP Position: Q2 2026 in Review
JFS Wealth Advisors increased its BP (BP) stake by 1.1% in Q2 2026, buying an estimated $658 and bringing the position to 1,355 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #552.
JFS Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $690K in Q4 2013. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- JFS Wealth Advisors held 1,355 shares of BP worth $50.1K as of Q2 2026.
- JFS Wealth Advisors bought 15 BP shares in Q2 2026, an estimated $658.
- BP made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #552 holding.
- JFS Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
- JFS Wealth Advisors's BP position peaked at $690K in Q4 2013.
- 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.