Midwest Trust
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Midwest Trust’s BP BP Stock Holding History

Midwest Trust’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 		$1.33M Buy
30,324
+1,747
+6% +$75K 0.01% 340
2026
Q2 		$1.06M Sell
28,577
-1,995
-7% -$87.5K 0.01% 353
2026
Q1 		$1.44M Sell
30,572
-2,884
-9% -$113K 0.02% 319
2025
Q4 		$1.16M Buy
33,456
+1,437
+4% +$50.4K 0.01% 325
2025
Q3 		$1.1M Sell
32,019
-2,646
-8% -$88.6K 0.01% 333
2025
Q2 		$1.04M Buy
+34,665
New +$1.02M 0.01% 339

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
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
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Midwest Trust's BP Position: Q3 2026 in Review

Midwest Trust increased its BP (BP) stake by 6.1% in Q3 2026, buying an estimated $75K and bringing the position to 30,324 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #340.

Midwest Trust first reported a position in BP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q1 2026. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Midwest Trust held 30,324 shares of BP worth $1.33M as of Q3 2026.
  • Midwest Trust bought 1,747 BP shares in Q3 2026, an estimated $75K.
  • BP made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #340 holding.
  • Midwest Trust first reported a position in BP in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's BP position peaked at $1.44M in Q1 2026.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.