LongView Wealth Management
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
Q3 		$209K Buy
+4,751
New +$204K 0.05% 224
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

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
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
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

LongView Wealth Management's BP Position: Q3 2026 in Review

LongView Wealth Management opened a new position in BP (BP) in Q3 2026: 4,751 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in BP as recently as Q1 2026.

LongView Wealth Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since. The position peaked at $325K in Q4 2023. 280 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • LongView Wealth Management held 4,751 shares of BP worth $209K as of Q3 2026.
  • BP was a new LongView Wealth Management position in Q3 2026.
  • BP made up 0.05% of LongView Wealth Management's portfolio in Q3 2026, its #224 holding.
  • LongView Wealth Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since.
  • LongView Wealth Management's BP position peaked at $325K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.