LWM
BP icon

LongView Wealth Management’s BP BP Stock Holding History

LongView Wealth 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
Q2 		– Sell
-4,694
Closed -$217K – 231
2026
Q1 		$217K Buy
+4,694
New +$184K 0.05% 236
2024
Q4 		– Sell
-6,567
Closed -$206K – 204
2024
Q3 		$206K Sell
6,567
-600
-8% -$20.3K 0.07% 191
2024
Q2 		$259K Sell
7,167
-336
-4% -$12.6K 0.1% 162
2024
Q1 		$283K Sell
7,503
-1,799
-19% -$64.5K 0.11% 149
2023
Q4 		$325K Buy
+9,302
New +$341K 0.14% 132

Other funds holding BP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

LongView Wealth Management's BP Position: Q2 2026 in Review

LongView Wealth Management sold out of BP (BP) in Q2 2026, closing a stake of 4,694 shares — an estimated $217K sold.

LongView Wealth Management first reported a position in BP in Q4 2023 and held it in 5 quarters. The position peaked at $325K in Q4 2023. 190 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • LongView Wealth Management reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 4,694 BP shares in Q2 2026, an estimated $217K.
  • LongView Wealth Management first reported a position in BP in Q4 2023 and held it in 5 quarters.
  • LongView Wealth Management's BP position peaked at $325K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.