OHIS
BP icon

Oak Harvest Investment Services’s BP BP Stock Holding History

Oak Harvest Investment Services’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 		$883K Sell
23,889
-711
-3% -$31.2K 0.08% 108
2026
Q1 		$1.16M Buy
24,600
+1,109
+5% +$43.4K 0.12% 109
2025
Q4 		$816K Buy
23,491
+280
+1% +$9.82K 0.09% 118
2025
Q3 		$800K Buy
23,211
+332
+1% +$11.1K 0.09% 116
2025
Q2 		$685K Sell
22,879
-1,778
-7% -$52.1K 0.09% 121
2025
Q1 		$833K Buy
24,657
+315
+1% +$10.3K 0.12% 99
2024
Q4 		$720K Buy
24,342
+224
+0.9% +$6.73K 0.1% 111
2024
Q3 		$757K Buy
24,118
+572
+2% +$19.4K 0.11% 100
2024
Q2 		$850K Buy
23,546
+2,298
+11% +$86.1K 0.13% 92
2024
Q1 		$801K Buy
21,248
+83
+0.4% +$2.98K 0.13% 92
2023
Q4 		$749K Buy
21,165
+244
+1% +$8.94K 0.15% 84
2023
Q3 		$810K Sell
20,921
-66
-0.3% -$2.45K 0.17% 71
2023
Q2 		$741K Sell
20,987
-1,523
-7% -$56.4K 0.17% 67
2023
Q1 		$854K Buy
22,510
+158
+0.7% +$5.9K 0.2% 70
2022
Q4 		$781K Buy
22,352
+130
+0.6% +$4.33K 0.2% 62
2022
Q3 		$634K Buy
22,222
+488
+2% +$14.5K 0.17% 63
2022
Q2 		$616K Buy
21,734
+1,790
+9% +$54.8K 0.17% 61
2022
Q1 		$586K Buy
19,944
+1
+0% +$30 0.15% 61
2021
Q4 		$531K Sell
19,943
-920
-4% -$25.5K 0.13% 64
2021
Q3 		$570K Buy
20,863
+245
+1% +$6.14K 0.17% 61
2021
Q2 		$545K Buy
20,618
+385
+2% +$10.1K 0.18% 60
2021
Q1 		$493K Buy
+20,233
New +$487K 0.19% 62

Other funds holding BP

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Oak Harvest Investment Services's BP Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its BP (BP) stake by 2.9% in Q2 2026, selling an estimated $31.2K and leaving 23,889 shares worth $883K. The position accounts for 0.08% of the portfolio, ranked #108.

Oak Harvest Investment Services first reported a position in BP in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.16M in Q1 2026. 387 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Oak Harvest Investment Services held 23,889 shares of BP worth $883K as of Q2 2026.
  • Oak Harvest Investment Services sold 711 BP shares in Q2 2026, an estimated $31.2K.
  • BP made up 0.08% of Oak Harvest Investment Services's portfolio in Q2 2026, its #108 holding.
  • Oak Harvest Investment Services first reported a position in BP in Q1 2021 and has held it in 22 quarters since.
  • Oak Harvest Investment Services's BP position peaked at $1.16M in Q1 2026.
  • 387 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.