Net Worth Advisory Group
BP icon

Net Worth Advisory Group’s BP BP Stock Holding History

Net Worth Advisory Group’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 		$454K Buy
10,202
+1,786
+21% +$76.6K 0.11% 188
2026
Q2 		$311K Sell
8,416
-58
-0.7% -$2.54K 0.08% 277
2026
Q1 		$398K Buy
8,474
+4
+0% +$157 0.08% 237
2025
Q4 		$294K Buy
8,470
+240
+3% +$8.42K 0.06% 325
2025
Q3 		$284K Sell
8,230
-433
-5% -$14.5K 0.08% 297
2025
Q2 		$259K Buy
8,663
+36
+0.4% +$1.06K 0.06% 350
2025
Q1 		$292K Sell
8,627
-270
-3% -$8.81K 0.09% 259
2024
Q4 		$263K Sell
8,897
-164
-2% -$4.93K 0.08% 286
2024
Q3 		$284K Buy
+9,061
New +$307K 0.08% 290

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

Net Worth Advisory Group's BP Position: Q3 2026 in Review

Net Worth Advisory Group increased its BP (BP) stake by 21% in Q3 2026, buying an estimated $76.6K and bringing the position to 10,202 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #188.

Net Worth Advisory Group first reported a position in BP in Q3 2024 and has held it in 9 quarters since. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Net Worth Advisory Group held 10,202 shares of BP worth $454K as of Q3 2026.
  • Net Worth Advisory Group bought 1,786 BP shares in Q3 2026, an estimated $76.6K.
  • BP made up 0.11% of Net Worth Advisory Group's portfolio in Q3 2026, its #188 holding.
  • Net Worth Advisory Group first reported a position in BP in Q3 2024 and has held it in 9 quarters since.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.