Krilogy Financial
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Krilogy Financial’s BP BP Stock Holding History

Krilogy Financial’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
2026
Q3 		– Sell
-5,611
Closed -$207K – 1101
2026
Q2 		$207K Buy
5,611
+691
+14% +$30.3K 0.01% 956
2026
Q1 		$234K Sell
4,920
-3,062
-38% -$120K 0.01% 837
2025
Q4 		$293K Sell
7,982
-2,449
-23% -$85.9K 0.01% 735
2025
Q3 		$372K Buy
10,431
+327
+3% +$11K 0.01% 615
2025
Q2 		$302K Hold
10,104
– – 0.02% 235
2025
Q1 		$341K Sell
10,104
-431
-4% -$14.1K 0.02% 210
2024
Q4 		$311K Buy
10,535
+85
+0.8% +$2.55K 0.02% 206
2024
Q3 		$328K Sell
10,450
-1,699
-14% -$57.5K 0.02% 205
2024
Q2 		$439K Hold
12,149
– – 0.03% 209
2024
Q1 		$458K Hold
12,149
– – 0.04% 206
2023
Q4 		$430K Sell
12,149
-193
-2% -$7.07K 0.04% 184
2023
Q3 		$478K Buy
+12,342
New +$458K 0.04% 182
2018
Q4 		– Sell
-2,064
Closed -$91K – 202
2018
Q3 		$91K Buy
+2,064
New +$86.3K 0.02% 232
2018
Q2 		– Sell
-1,671
Closed -$63K – 216
2018
Q1 		$63K Sell
1,671
-26
-2% -$979 0.02% 293
2017
Q4 		$65K Sell
1,697
-523
-24% -$18.9K 0.02% 289
2017
Q3 		$77K Buy
2,220
+1,022
+85% +$32.5K 0.02% 290
2017
Q2 		$37K Sell
1,198
-1,734
-59% -$53.9K 0.01% 358
2017
Q1 		$96K Sell
2,932
-53
-2% -$1.61K 0.03% 203
2016
Q4 		$96K Sell
2,985
-54
-2% -$1.62K 0.03% 203
2016
Q3 		$90K Sell
3,039
-1,137
-27% -$33K 0.03% 220
2016
Q2 		$125K Buy
4,176
+659
+19% +$17.8K 0.04% 178
2016
Q1 		$89K Buy
3,517
+747
+27% +$18.8K 0.04% 190
2015
Q4 		$73K Sell
2,770
-20,948
-88% -$596K 0.07% 109
2015
Q3 		$311K Buy
+23,718
New +$695K 0.15% 67

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Carrhae Capital
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Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Krilogy Financial's BP Position: Q3 2026 in Review

Krilogy Financial sold out of BP (BP) in Q3 2026, closing a stake of 5,611 shares — an estimated $207K sold.

Krilogy Financial first reported a position in BP in Q3 2015 and held it in 24 quarters. The position peaked at $478K in Q3 2023. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Krilogy Financial reported no remaining BP position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 5,611 BP shares in Q3 2026, an estimated $207K.
  • Krilogy Financial first reported a position in BP in Q3 2015 and held it in 24 quarters.
  • Krilogy Financial's BP position peaked at $478K in Q3 2023.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.