Pettinga Financial Advisors’s BP BP Stock Holding History

Pettinga Financial Advisors’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	$450K	Buy	12,171 +641	+6%	+$28.1K	0.07%	103
2026 Q1	$542K	Buy	11,530 +4,329	+60%	+$170K	0.1%	97
2025 Q4	$250K	Buy	7,201 +165	+2%	+$5.79K	0.05%	125
2025 Q3	$242K	Buy	7,036 +96	+1%	+$3.21K	0.05%	122
2025 Q2	$208K	Sell	6,940 -379	-5%	-$11.1K	0.05%	128
2025 Q1	$247K	Buy	+7,319	New	+$239K	0.06%	113

Other funds holding BP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return