LVW Advisors
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LVW Advisors’s BP BP Stock Holding History

LVW Advisors’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 		$524K Buy
11,918
+888
+8% +$38.1K 0.04% 250
2026
Q2 		$408K Buy
11,030
+2,810
+34% +$123K 0.04% 281
2026
Q1 		$386K Buy
+8,220
New +$322K 0.04% 266
2025
Q3 		– Sell
-8,661
Closed -$259K – 352
2025
Q2 		$259K Sell
8,661
-2,751
-24% -$80.7K 0.03% 283
2025
Q1 		$386K Buy
11,412
+3,595
+46% +$117K 0.05% 209
2024
Q4 		$231K Sell
7,817
-3,187
-29% -$95.8K 0.03% 282
2024
Q3 		$345K Sell
11,004
-3,815
-26% -$129K 0.04% 224
2024
Q2 		$535K Sell
14,819
-700
-5% -$26.2K 0.08% 159
2024
Q1 		$585K Sell
15,519
-95
-0.6% -$3.41K 0.1% 149
2023
Q4 		$553K Buy
15,614
+2,758
+21% +$101K 0.1% 142
2023
Q3 		$498K Sell
12,856
-776
-6% -$28.8K 0.1% 132
2023
Q2 		$481K Buy
+13,632
New +$504K 0.09% 131
2015
Q3 		– Sell
-6,925
Closed -$233K – 143
2015
Q2 		$233K Sell
6,925
-3,171
-31% -$111K 0.1% 126
2015
Q1 		$328K Hold
10,096
– – 0.16% 105
2014
Q4 		$319K Buy
+10,096
New +$339K 0.18% 114

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

LVW Advisors's BP Position: Q3 2026 in Review

LVW Advisors increased its BP (BP) stake by 8.1% in Q3 2026, buying an estimated $38.1K and bringing the position to 11,918 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #250.

LVW Advisors first reported a position in BP in Q4 2014 and has held it in 15 quarters since. The position peaked at $585K in Q1 2024. 695 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • LVW Advisors held 11,918 shares of BP worth $524K as of Q3 2026.
  • LVW Advisors bought 888 BP shares in Q3 2026, an estimated $38.1K.
  • BP made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #250 holding.
  • LVW Advisors first reported a position in BP in Q4 2014 and has held it in 15 quarters since.
  • LVW Advisors's BP position peaked at $585K in Q1 2024.
  • 695 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.