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Physician Wealth Advisors’s BP BP Stock Holding History

Physician Wealth 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 		$46.3K Buy
1,254
+37
+3% +$1.62K 0.01% 449
2026
Q1 		$57.2K Buy
1,217
+8
+0.7% +$313 0.01% 375
2025
Q4 		$42K Buy
1,209
+87
+8% +$3.05K 0.01% 421
2025
Q3 		$38.7K Hold
1,122
– – 0.01% 421
2025
Q2 		$33.6K Buy
1,122
+122
+12% +$3.58K 0.01% 415
2025
Q1 		$33.8K Hold
1,000
– – 0.01% 395
2024
Q4 		$29.6K Buy
+1,000
New +$30K 0.01% 433

Other funds holding BP

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM

Physician Wealth Advisors's BP Position: Q2 2026 in Review

Physician Wealth Advisors increased its BP (BP) stake by 3% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,254 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #449.

Physician Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.2K in Q1 2026. 241 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Physician Wealth Advisors held 1,254 shares of BP worth $46.3K as of Q2 2026.
  • Physician Wealth Advisors bought 37 BP shares in Q2 2026, an estimated $1.62K.
  • BP made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #449 holding.
  • Physician Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's BP position peaked at $57.2K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.