Lee, Danner & Bass’s BP BP Stock Holding History

Lee, Danner & Bass’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	$2.77M	Sell	74,965 -565	-0.7%	-$24.8K	0.16%	103
2026 Q1	$3.55M	Sell	75,530 -3,168	-4%	-$124K	0.22%	90
2025 Q4	$2.73M	Buy	78,698 +50	+0.1%	+$1.75K	0.2%	89
2025 Q3	$2.71M	Sell	78,648 -1,075	-1%	-$36K	0.2%	88
2025 Q2	$2.39M	Sell	79,723 -720	-0.9%	-$21.1K	0.19%	97
2025 Q1	$2.72M	Sell	80,443 -850	-1%	-$27.7K	0.22%	88
2024 Q4	$2.4M	Sell	81,293 -1,518	-2%	-$45.6K	0.19%	91
2024 Q3	$2.6M	Sell	82,811 -4,595	-5%	-$155K	0.18%	95
2024 Q2	$3.15M	Buy	+87,406	New	+$3.28M	0.24%	86
2023 Q4	$3.11M	Sell	87,916 -1,092	-1%	-$40K	0.27%	84
2023 Q3	$3.45M	Sell	89,008 -1,395	-2%	-$51.8K	0.31%	69
2023 Q2	$3.19M	Buy	90,403 +445	+0.5%	+$16.5K	0.27%	76
2023 Q1	$3.41M	Sell	89,958 -2,166	-2%	-$80.9K	0.31%	72
2022 Q4	$3.22M	Sell	92,124 -1,703	-2%	-$56.7K	0.3%	72
2022 Q3	$2.68M	Sell	93,827 -225	-0.2%	-$6.7K	0.28%	78
2022 Q2	$2.67M	Sell	94,052 -6,499	-6%	-$199K	0.27%	80
2022 Q1	$2.96M	Buy	100,551 +5,844	+6%	+$178K	0.25%	82
2021 Q4	$2.52M	Buy	94,707 +1,340	+1%	+$37.2K	0.22%	90
2021 Q3	$2.55M	Sell	93,367 -3,881	-4%	-$97.2K	0.24%	86
2021 Q2	$2.57M	Buy	97,248 +1,823	+2%	+$47.8K	0.23%	86
2021 Q1	$2.32M	Buy	95,425 +2,020	+2%	+$48.6K	0.22%	88
2020 Q4	$1.92M	Buy	93,405 +30,300	+48%	+$571K	0.2%	91
2020 Q3	$1.1M	Sell	63,105 -3,420	-5%	-$74K	0.13%	98
2020 Q2	$1.55M	Sell	66,525 -1,350	-2%	-$32.4K	0.2%	90
2020 Q1	$1.66M	Buy	67,875 +9,920	+17%	+$321K	0.24%	83
2019 Q4	$2.19M	Buy	57,955 +8,962	+18%	+$340K	0.23%	89
2019 Q3	$1.86M	Sell	48,993 -1,394	-3%	-$53.2K	0.2%	90
2019 Q2	$2.07M	Buy	50,387 +876	+2%	+$36.7K	0.22%	88
2019 Q1	$2.13M	Sell	49,511 -26,549	-35%	-$1.09M	0.23%	83
2018 Q4	$2.79M	Buy	76,060 +788	+1%	+$31.5K	0.33%	69
2018 Q3	$3.31M	Sell	75,272 -5,192	-6%	-$217K	0.33%	70
2018 Q2	$3.46M	Sell	80,464 -5,556	-6%	-$233K	0.37%	66
2018 Q1	$3.24M	Sell	86,020 -1,455	-2%	-$54.8K	0.34%	71
2017 Q4	$3.37M	Buy	87,475 +850	+1%	+$30.8K	0.34%	72
2017 Q3	$3M	Sell	86,625 -5,056	-6%	-$161K	0.32%	71
2017 Q2	$2.82M	Sell	91,681 -1,012	-1%	-$31.5K	0.32%	73
2017 Q1	$2.79M	Buy	92,693 +38,531	+71%	+$1.17M	0.31%	69
2016 Q4	$1.73M	Sell	54,162 -2,381	-4%	-$71.6K	0.2%	85
2016 Q3	$1.67M	Sell	56,543 -475	-0.8%	-$13.8K	0.2%	86
2016 Q2	$1.7M	Sell	57,018 -1,307	-2%	-$35.2K	0.21%	84
2016 Q1	$1.64M	Buy	58,325 +4,308	+8%	+$109K	0.2%	83
2015 Q4	$1.42M	Sell	54,017 -2,035	-4%	-$57.9K	0.19%	86
2015 Q3	$1.44M	Buy	56,052 +20,329	+57%	+$596K	0.19%	86
2015 Q2	$1.2M	Buy	35,723 +2,631	+8%	+$92.1K	0.14%	97
2015 Q1	$1.07M	Buy	33,092 +754	+2%	+$24.7K	0.13%	97
2014 Q4	$1.02M	Buy	32,338 +6,175	+24%	+$208K	0.12%	96
2014 Q3	$941K	Buy	+26,163	New	+$1.04M	0.12%	98
2014 Q1	–	Sell	-5,501	Closed	-$219K	–	150
2013 Q4	$219K	Buy	+5,501	New	+$205K	0.03%	143

Other funds holding BP

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

Lee, Danner & Bass's BP Position: Q2 2026 in Review

Lee, Danner & Bass reduced its BP (BP) stake by 0.75% in Q2 2026, selling an estimated $24.8K and leaving 74,965 shares worth $2.77M. The position accounts for 0.16% of the portfolio, ranked #103.

Lee, Danner & Bass first reported a position in BP in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.55M in Q1 2026. 438 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Lee, Danner & Bass held 74,965 shares of BP worth $2.77M as of Q2 2026.
Lee, Danner & Bass sold 565 BP shares in Q2 2026, an estimated $24.8K.
BP made up 0.16% of Lee, Danner & Bass's portfolio in Q2 2026, its #103 holding.
Lee, Danner & Bass first reported a position in BP in Q4 2013 and has held it in 48 quarters since.
Lee, Danner & Bass's BP position peaked at $3.55M in Q1 2026.
438 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.