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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
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

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
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

LVW Advisors's BP Position: Q2 2026 in Review

LVW Advisors increased its BP (BP) stake by 34% in Q2 2026, buying an estimated $123K and bringing the position to 11,030 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #281.

LVW Advisors first reported a position in BP in Q4 2014 and has held it in 14 quarters since. The position peaked at $585K in Q1 2024. 498 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • LVW Advisors held 11,030 shares of BP worth $408K as of Q2 2026.
  • LVW Advisors bought 2,810 BP shares in Q2 2026, an estimated $123K.
  • BP made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #281 holding.
  • LVW Advisors first reported a position in BP in Q4 2014 and has held it in 14 quarters since.
  • LVW Advisors's BP position peaked at $585K in Q1 2024.
  • 498 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.