NWM
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Nova Wealth Management’s BP BP Stock Holding History

Nova Wealth Management’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 		$5.73K Buy
155
+75
+94% +$3.29K ﹤0.01% 446
2026
Q1 		$3.76K Hold
80
– – ﹤0.01% 457
2025
Q4 		$2.78K Hold
80
– – ﹤0.01% 486
2025
Q3 		$2.76K Sell
80
-96
-55% -$3.21K ﹤0.01% 475
2025
Q2 		$5.27K Sell
176
-222
-56% -$6.51K ﹤0.01% 437
2025
Q1 		$13.4K Hold
398
– – 0.01% 316
2024
Q4 		$11.8K Buy
+398
New +$12K 0.01% 258

Other funds holding BP

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YIH
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WCM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return