NWAG
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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
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

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
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 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
TH
Transmarket Holdings Chicago, Illinois $136M AUM

Net Worth Advisory Group's BP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its BP (BP) stake by 0.68% in Q2 2026, selling an estimated $2.54K and leaving 8,416 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #277.

Net Worth Advisory Group first reported a position in BP in Q3 2024 and has held it in 8 quarters since. The position peaked at $398K in Q1 2026. 239 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Net Worth Advisory Group held 8,416 shares of BP worth $311K as of Q2 2026.
  • Net Worth Advisory Group sold 58 BP shares in Q2 2026, an estimated $2.54K.
  • BP made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #277 holding.
  • Net Worth Advisory Group first reported a position in BP in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's BP position peaked at $398K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.