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Optivise Advisory Services’s BP BP Stock Holding History

Optivise Advisory 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 		$213K Hold
5,769
– – 0.11% 207
2026
Q1 		$271K Sell
5,769
-351
-6% -$13.8K 0.16% 141
2025
Q4 		$213K Buy
6,120
+1
+0% +$35 0.12% 182
2025
Q3 		$211K Buy
+6,119
New +$205K 0.13% 181
2025
Q2 		– Sell
-6,134
Closed -$207K – 209
2025
Q1 		$207K Buy
+6,134
New +$200K 0.12% 183
2024
Q3 		– Sell
-6,108
Closed -$220K – 169
2024
Q2 		$220K Buy
+6,108
New +$229K 0.12% 167

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

Optivise Advisory Services's BP Position: Q2 2026 in Review

Optivise Advisory Services held its BP (BP) position steady in Q2 2026 at 5,769 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #207.

Optivise Advisory Services first reported a position in BP in Q2 2024 and has held it in 6 quarters since. The position peaked at $271K in Q1 2026. 361 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Optivise Advisory Services held 5,769 shares of BP worth $213K as of Q2 2026.
  • Optivise Advisory Services left its BP share count unchanged in Q2 2026.
  • BP made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #207 holding.
  • Optivise Advisory Services first reported a position in BP in Q2 2024 and has held it in 6 quarters since.
  • Optivise Advisory Services's BP position peaked at $271K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.