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 Q2	–	Sell	-100	Closed	-$95	–	590
2023 Q1	$95	Buy	+100	New	+$3.74K	﹤0.01%	602
2022 Q1	–	Sell	-4	Closed	-$1K	–	747
2021 Q4	$1K	Buy	+4	New	+$111	﹤0.01%	702
2015 Q2	–	Sell	-18	Closed	-$13K	–	221
2015 Q1	$13K	Sell	18 -12	-40%	-$393	0.01%	172
2014 Q4	$24K	Sell	30 -13	-30%	-$437	0.02%	149
2014 Q3	$16K	Buy	+43	New	+$1.7K	0.02%	109

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kovack Advisors's BP Position: Q2 2026 in Review

Kovack Advisors reduced its BP (BP) stake by 12% in Q2 2026, selling an estimated $123K and leaving 20,354 shares worth $740K. The position accounts for 0.04% of the portfolio, ranked #483.

Kovack Advisors first reported a position in BP in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.39M in Q4 2022. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Kovack Advisors held 20,354 shares of BP worth $740K as of Q2 2026.
Kovack Advisors sold 2,800 BP shares in Q2 2026, an estimated $123K.
BP made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #483 holding.
Kovack Advisors first reported a position in BP in Q4 2013 and has held it in 50 quarters since.
Kovack Advisors's BP position peaked at $3.39M in Q4 2022.
1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.