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Optima Capital’s BP BP Stock Holding History

Optima Capital’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 		– Sell
-4,363
Closed -$205K – 169
2026
Q1 		$205K Buy
4,363
+36
+0.8% +$1.41K 0.1% 158
2025
Q4 		$150K Buy
+4,327
New +$152K 0.07% 183

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
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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Optima Capital's BP Position: Q2 2026 in Review

Optima Capital sold out of BP (BP) in Q2 2026, closing a stake of 4,363 shares — an estimated $205K sold.

Optima Capital first reported a position in BP in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q1 2026. 345 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Optima Capital reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Optima Capital sold 4,363 BP shares in Q2 2026, an estimated $205K.
  • Optima Capital first reported a position in BP in Q4 2025 and held it in 2 quarters.
  • Optima Capital's BP position peaked at $205K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.