Kelleher Financial 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
Q1 | $428K | Hold |
13,493
| – | – | 0.11% | 129 |
|
|
2025
Q4 | $469K | Hold |
13,493
| – | – | 0.11% | 124 |
|
|
2025
Q3 | $465K | Hold |
13,493
| – | – | 0.12% | 116 |
|
|
2025
Q2 | $404K | Buy |
13,493
+225
| +2% | +$6.6K | 0.14% | 95 |
|
|
2025
Q1 | $448K | Buy |
+13,268
| New | +$433K | 0.18% | 79 |
|
|
2024
Q3 | – | Sell |
-12,973
| Closed | -$468K | – | 121 |
|
|
2024
Q2 | $468K | Sell |
12,973
-1,200
| -8% | -$45K | 0.19% | 71 |
|
|
2024
Q1 | $534K | Buy |
+14,173
| New | +$508K | 0.22% | 65 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$27K | – | 127 |
|
|
2021
Q3 | $27K | Buy |
+1,000
| New | +$25.1K | 0.01% | 147 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$24K | – | 125 |
|
|
2021
Q1 | $24K | Hold |
1,000
| – | – | 0.02% | 115 |
|
|
2020
Q4 | $20K | Hold |
1,000
| – | – | 0.02% | 104 |
|
|
2020
Q3 | $17K | Hold |
1,000
| – | – | 0.01% | 103 |
|
|
2020
Q2 | $23K | Buy |
+1,000
| New | +$24K | 0.02% | 104 |
|
|
2020
Q1 | – | Sell |
-8,152
| Closed | -$307K | – | 94 |
|
|
2019
Q4 | $307K | Buy |
+8,152
| New | +$310K | 0.31% | 70 |
|
|
2018
Q4 | – | Sell |
-4,577
| Closed | -$201K | – | 80 |
|
|
2018
Q3 | $201K | Buy |
+4,577
| New | +$191K | 0.26% | 85 |
|
|
2017
Q3 | – | Sell |
-11,189
| Closed | -$343K | – | 73 |
|
|
2017
Q2 | $343K | Sell |
11,189
-1,907
| -15% | -$59.3K | 0.66% | 52 |
|
|
2017
Q1 | $394K | Sell |
13,096
-85,318
| -87% | -$2.59M | 0.84% | 44 |
|
|
2016
Q4 | $3.15M | Sell |
98,414
-7,190
| -7% | -$216K | 1.75% | 17 |
|
|
2016
Q3 | $3.12M | Buy |
105,604
+58,385
| +124% | +$1.69M | 1.77% | 18 |
|
|
2016
Q2 | $1.41M | Sell |
47,219
-4,570
| -9% | -$123K | 0.86% | 40 |
|
|
2016
Q1 | $1.31M | Buy |
51,789
+5,343
| +12% | +$135K | 0.73% | 41 |
|
|
2015
Q4 | $1.22M | Sell |
46,446
-951
| -2% | -$27.1K | 0.83% | 38 |
|
|
2015
Q3 | $1.22M | Sell |
47,397
-297
| -0.6% | -$8.71K | 0.81% | 41 |
|
|
2015
Q2 | $1.6M | Sell |
47,694
-1,153
| -2% | -$40.4K | 0.92% | 38 |
|
|
2015
Q1 | $1.58M | Buy |
48,847
+34,348
| +237% | +$1.12M | 0.88% | 39 |
|
|
2014
Q4 | $458K | Sell |
14,499
-1,577
| -10% | -$53K | 0.25% | 72 |
|
|
2014
Q3 | $572K | Buy |
16,076
+2,983
| +23% | +$118K | 0.31% | 65 |
|
|
2014
Q2 | $565K | Buy |
13,093
+207
| +2% | +$8.54K | 0.29% | 64 |
|
|
2014
Q1 | $506K | Buy |
12,886
+5,367
| +71% | +$212K | 0.27% | 66 |
|
|
2013
Q4 | $299K | Hold |
7,519
| – | – | 0.15% | 85 |
|
|
2013
Q3 | $258K | Sell |
7,519
-1,467
| -16% | -$50.3K | 0.15% | 84 |
|
|
2013
Q2 | $307K | Buy |
+8,986
| New | +$313K | 0.19% | 72 |
|
Other funds holding BP
Kelleher Financial Advisors's BP Position: Q1 2026 in Review
Kelleher Financial Advisors held its BP (BP) position steady in Q1 2026 at 13,493 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #129.
Kelleher Financial Advisors first reported a position in BP in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.15M in Q4 2016. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.
- Kelleher Financial Advisors held 13,493 shares of BP worth $428K as of Q1 2026.
- Kelleher Financial Advisors left its BP share count unchanged in Q1 2026.
- BP made up 0.11% of Kelleher Financial Advisors's portfolio in Q1 2026, its #129 holding.
- Kelleher Financial Advisors first reported a position in BP in Q2 2013 and has held it in 31 quarters since.
- Kelleher Financial Advisors's BP position peaked at $3.15M in Q4 2016.
- 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.
Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.