Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$171K Sell
4,627
-151
-3% -$6.63K 0.01% 241
2026
Q1
$225K Buy
4,778
+39
+0.8% +$1.53K 0.02% 203
2025
Q4
$165K Buy
4,739
+452
+11% +$15.9K 0.01% 223
2025
Q3
$148K Buy
4,287
+23
+0.5% +$770 0.01% 215
2025
Q2
$128K Sell
4,264
-1,140
-21% -$33.4K 0.01% 222
2025
Q1
$183K Buy
+5,404
New +$176K 0.01% 215

Other funds holding BP

N.E.W. Advisory Services's BP Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its BP (BP) stake by 3.2% in Q2 2026, selling an estimated $6.63K and leaving 4,627 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #241.

N.E.W. Advisory Services first reported a position in BP in Q1 2025 and has held it in 6 quarters since. The position peaked at $225K in Q1 2026. 814 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • N.E.W. Advisory Services held 4,627 shares of BP worth $171K as of Q2 2026.
  • N.E.W. Advisory Services sold 151 BP shares in Q2 2026, an estimated $6.63K.
  • BP made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #241 holding.
  • N.E.W. Advisory Services first reported a position in BP in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's BP position peaked at $225K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.