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Kovack Advisors’s BP BP Stock Holding History

Kovack 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
2023
Q1 		– Sell
-1
Closed -$795 – 610
2022
Q4 		$795 Buy
+1
New +$33 ﹤0.01% 555
2021
Q4 		– Sell
-7
Closed -$1K – 712
2021
Q3 		$1K Sell
7
-4
-36% -$100 ﹤0.01% 696
2021
Q2 		$2K Buy
11
+6
+120% +$157 ﹤0.01% 686
2021
Q1 		$1K Sell
5
-6
-55% -$144 ﹤0.01% 626
2020
Q4 		$3K Buy
+11
New +$207 ﹤0.01% 595

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kovack Advisors's BP Position: Q1 2026 in Review

Kovack Advisors reduced its BP (BP) stake by 18% in Q1 2026, selling an estimated $195K and leaving 23,154 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #348.

Kovack Advisors first reported a position in BP in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.39M in Q4 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Kovack Advisors held 23,154 shares of BP worth $1.07M as of Q1 2026.
  • Kovack Advisors sold 4,969 BP shares in Q1 2026, an estimated $195K.
  • BP made up 0.06% of Kovack Advisors's portfolio in Q1 2026, its #348 holding.
  • Kovack Advisors first reported a position in BP in Q4 2013 and has held it in 49 quarters since.
  • Kovack Advisors's BP position peaked at $3.39M in Q4 2022.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.