L.J. Altfest & Co’s BP BP Stock Holding History

L.J. Altfest & Co’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 Q2	$213K	Buy	5,756 +15	+0.3%	+$658	0.02%	302
2026 Q1	$270K	Sell	5,741 -89	-2%	-$3.49K	0.03%	284
2025 Q4	$202K	Buy	5,830 +16	+0.3%	+$561	0.02%	323
2025 Q3	$200K	Buy	+5,814	New	+$195K	0.02%	325
2025 Q2	–	Sell	-6,461	Closed	-$218K	–	339
2025 Q1	$218K	Buy	+6,461	New	+$211K	0.03%	303
2024 Q3	–	Sell	-6,053	Closed	-$219K	–	337
2024 Q2	$219K	Sell	6,053 -28	-0.5%	-$1.05K	0.03%	292
2024 Q1	$229K	Hold	6,081	–	–	0.03%	289
2023 Q4	$215K	Buy	6,081 +12	+0.2%	+$439	0.03%	286
2023 Q3	$235K	Sell	6,069 -1,379	-19%	-$51.2K	0.04%	268
2023 Q2	$263K	Buy	7,448 +61	+0.8%	+$2.26K	0.04%	257
2023 Q1	$280K	Hold	7,387	–	–	0.04%	230
2022 Q4	$258K	Sell	7,387 -971	-12%	-$32.3K	0.04%	226
2022 Q3	$239K	Sell	8,358 -64	-0.8%	-$1.9K	0.04%	236
2022 Q2	$239K	Sell	8,422 -67	-0.8%	-$2.05K	0.04%	225
2022 Q1	$250K	Buy	8,489 +379	+5%	+$11.6K	0.04%	227
2021 Q4	$216K	Sell	8,110 -111	-1%	-$3.08K	0.04%	230
2021 Q3	$225K	Sell	8,221 -129	-2%	-$3.23K	0.05%	240
2021 Q2	$221K	Buy	8,350 +34	+0.4%	+$892	0.05%	251
2021 Q1	$202K	Buy	+8,316	New	+$200K	0.05%	259
2020 Q4	–	Sell	-10,194	Closed	-$178K	–	266
2020 Q3	$178K	Sell	10,194 -523	-5%	-$11.3K	0.05%	222
2020 Q2	$250K	Buy	10,717 +624	+6%	+$15K	0.07%	183
2020 Q1	$246K	Sell	10,093 -65	-0.6%	-$2.1K	0.08%	154
2019 Q4	$383K	Buy	10,158 +261	+3%	+$9.91K	0.1%	130
2019 Q3	$376K	Sell	9,897 -1,025	-9%	-$39.1K	0.1%	120
2019 Q2	$448K	Buy	10,922 +391	+4%	+$16.4K	0.12%	109
2019 Q1	$452K	Buy	+10,531	New	+$432K	0.11%	108
2018 Q4	–	Sell	-10,894	Closed	-$479K	–	157
2018 Q3	$479K	Sell	10,894 -210	-2%	-$8.78K	0.14%	108
2018 Q2	$477K	Sell	11,104 -87	-0.8%	-$3.65K	0.18%	106
2018 Q1	$422K	Sell	11,191 -168	-1%	-$6.33K	0.18%	109
2017 Q4	$437K	Buy	11,359 +359	+3%	+$13K	0.17%	111
2017 Q3	$381K	Sell	11,000 -188	-2%	-$5.97K	0.19%	107
2017 Q2	$344K	Sell	11,188 -175	-2%	-$5.45K	0.21%	105
2017 Q1	$342K	Sell	11,363 -204	-2%	-$6.2K	0.14%	101
2016 Q4	$370K	Sell	11,567 -210	-2%	-$6.32K	0.18%	95
2016 Q3	$348K	Hold	11,777	–	–	0.23%	91
2016 Q2	$352K	Buy	+11,777	New	+$317K	0.25%	91
2015 Q1	–	Sell	-12,351	Closed	-$391K	–	99
2014 Q4	$391K	Sell	12,351 -178	-1%	-$5.98K	0.32%	74
2014 Q3	$438K	Buy	12,529 +36	+0.3%	+$1.43K	0.43%	59
2014 Q2	$538K	Sell	12,493 -273	-2%	-$11.3K	0.53%	57
2014 Q1	$495K	Sell	12,766 -885	-6%	-$34.9K	0.46%	61
2013 Q4	$543K	Buy	+13,651	New	+$508K	0.46%	65

Other funds holding BP

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

L.J. Altfest & Co's BP Position: Q2 2026 in Review

L.J. Altfest & Co increased its BP (BP) stake by 0.26% in Q2 2026, buying an estimated $658 and bringing the position to 5,756 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #302.

L.J. Altfest & Co first reported a position in BP in Q4 2013 and has held it in 41 quarters since. The position peaked at $543K in Q4 2013. 505 funds tracked by Wall St. Rank hold BP as of Q2 2026.

L.J. Altfest & Co held 5,756 shares of BP worth $213K as of Q2 2026.
L.J. Altfest & Co bought 15 BP shares in Q2 2026, an estimated $658.
BP made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #302 holding.
L.J. Altfest & Co first reported a position in BP in Q4 2013 and has held it in 41 quarters since.
L.J. Altfest & Co's BP position peaked at $543K in Q4 2013.
505 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.