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Legacy Wealth Asset Management’s BP BP Stock Holding History

Legacy Wealth Asset Management’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 		$671K Buy
15,258
+121
+0.8% +$5.19K 0.15% 205
2026
Q2 		$559K Sell
15,137
-117
-0.8% -$5.13K 0.12% 245
2026
Q1 		$717K Buy
15,254
+196
+1% +$7.68K 0.17% 193
2025
Q4 		$523K Buy
15,058
+575
+4% +$20.2K 0.13% 251
2025
Q3 		$499K Buy
14,483
+147
+1% +$4.92K 0.12% 257
2025
Q2 		$429K Buy
14,336
+453
+3% +$13.3K 0.11% 268
2025
Q1 		$469K Buy
13,883
+473
+4% +$15.4K 0.13% 248
2024
Q4 		$396K Sell
13,410
-455
-3% -$13.7K 0.11% 272
2024
Q3 		$435K Buy
13,865
+425
+3% +$14.4K 0.12% 264
2024
Q2 		$485K Buy
13,440
+846
+7% +$31.7K 0.14% 231
2024
Q1 		$475K Buy
12,594
+434
+4% +$15.6K 0.13% 239
2023
Q4 		$430K Buy
12,160
+256
+2% +$9.38K 0.14% 247
2023
Q3 		$461K Buy
11,904
+286
+2% +$10.6K 0.17% 216
2023
Q2 		$410K Buy
11,618
+120
+1% +$4.44K 0.14% 248
2023
Q1 		$436K Sell
11,498
-4,836
-30% -$181K 0.16% 228
2022
Q4 		$571K Sell
16,334
-526
-3% -$17.5K 0.22% 157
2022
Q3 		$481K Buy
+16,860
New +$502K 0.21% 169

Other funds holding BP

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Legacy Wealth Asset Management's BP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its BP (BP) stake by 0.8% in Q3 2026, buying an estimated $5.19K and bringing the position to 15,258 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #205.

Legacy Wealth Asset Management first reported a position in BP in Q3 2022 and has held it in 17 quarters since. The position peaked at $717K in Q1 2026. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Legacy Wealth Asset Management held 15,258 shares of BP worth $671K as of Q3 2026.
  • Legacy Wealth Asset Management bought 121 BP shares in Q3 2026, an estimated $5.19K.
  • BP made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #205 holding.
  • Legacy Wealth Asset Management first reported a position in BP in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's BP position peaked at $717K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.