MPPW
BP icon

Mitchell & Pahl Private Wealth’s BP BP Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1M Buy
27,076
+801
+3% +$35.1K 0.37% 90
2026
Q1 		$1.23M Buy
26,275
+1,396
+6% +$54.7K 0.5% 73
2025
Q4 		$864K Sell
24,879
-64
-0.3% -$2.25K 0.36% 101
2025
Q3 		$860K Sell
24,943
-15
-0.1% -$502 0.36% 98
2025
Q2 		$747K Buy
24,958
+2,068
+9% +$60.7K 0.33% 107
2025
Q1 		$773K Sell
22,890
-331
-1% -$10.8K 0.36% 96
2024
Q4 		$686K Buy
23,221
+2,126
+10% +$63.9K 0.32% 106
2024
Q3 		$662K Buy
21,095
+923
+5% +$31.2K 0.31% 115
2024
Q2 		$728K Sell
20,172
-57
-0.3% -$2.14K 0.38% 94
2024
Q1 		$762K Buy
20,229
+1,258
+7% +$45.1K 0.4% 99
2023
Q4 		$672K Sell
18,971
-82
-0.4% -$3K 0.38% 101
2023
Q3 		$738K Buy
19,053
+2,039
+12% +$75.7K 0.44% 85
2023
Q2 		$600K Buy
17,014
+1,007
+6% +$37.3K 0.36% 96
2023
Q1 		$607K Buy
16,007
+205
+1% +$7.66K 0.38% 95
2022
Q4 		$552K Buy
15,802
+490
+3% +$16.3K 0.36% 98
2022
Q3 		$437K Buy
15,312
+1,516
+11% +$45.1K 0.32% 104
2022
Q2 		$391K Buy
13,796
+1,743
+14% +$53.4K 0.27% 116
2022
Q1 		$354K Buy
12,053
+2,461
+26% +$75K 0.23% 128
2021
Q4 		$255K Buy
9,592
+784
+9% +$21.7K 0.16% 145
2021
Q3 		$241K Buy
8,808
+444
+5% +$11.1K 0.17% 138
2021
Q2 		$221K Buy
+8,364
New +$219K 0.16% 147

Other funds holding BP

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
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

Mitchell & Pahl Private Wealth's BP Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its BP (BP) stake by 3% in Q2 2026, buying an estimated $35.1K and bringing the position to 27,076 shares worth $1M. The position accounts for 0.37% of the portfolio, ranked #90.

Mitchell & Pahl Private Wealth first reported a position in BP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.23M in Q1 2026. 215 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 27,076 shares of BP worth $1M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 801 BP shares in Q2 2026, an estimated $35.1K.
  • BP made up 0.37% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #90 holding.
  • Mitchell & Pahl Private Wealth first reported a position in BP in Q2 2021 and has held it in 21 quarters since.
  • Mitchell & Pahl Private Wealth's BP position peaked at $1.23M in Q1 2026.
  • 215 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.