Powers Advisory Group
BP icon

Powers Advisory Group’s BP BP Stock Holding History

Powers Advisory Group’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
Q3 		$299K Sell
6,786
-283
-4% -$12.1K 0.09% 105
2026
Q2 		$261K Sell
7,069
-734
-9% -$32.2K 0.08% 117
2026
Q1 		$367K Buy
7,803
+52
+0.7% +$2.04K 0.13% 92
2025
Q4 		$269K Buy
7,751
+69
+0.9% +$2.42K 0.1% 110
2025
Q3 		$265K Sell
7,682
-82
-1% -$2.75K 0.11% 106
2025
Q2 		$232K Buy
7,764
+74
+1% +$2.17K 0.1% 106
2025
Q1 		$260K Sell
7,690
-49
-0.6% -$1.6K 0.12% 96
2024
Q4 		$229K Buy
7,739
+78
+1% +$2.34K 0.11% 96
2024
Q3 		$240K Buy
7,661
+118
+2% +$3.99K 0.12% 91
2024
Q2 		$272K Buy
7,543
+51
+0.7% +$1.91K 0.15% 86
2024
Q1 		$282K Sell
7,492
-1,426
-16% -$51.1K 0.16% 86
2023
Q4 		$316K Sell
8,918
-837
-9% -$30.7K 0.19% 77
2023
Q3 		$378K Sell
9,755
-2,171
-18% -$80.6K 0.26% 66
2023
Q2 		$421K Buy
11,926
+45
+0.4% +$1.66K 0.28% 63
2023
Q1 		$451K Sell
11,881
-316
-3% -$11.8K 0.32% 61
2022
Q4 		$426K Sell
12,197
-620
-5% -$20.6K 0.31% 63
2022
Q3 		$366K Sell
12,817
-6
-0% -$179 0.29% 66
2022
Q2 		$364K Sell
12,823
-712
-5% -$21.8K 0.28% 71
2022
Q1 		$398K Buy
13,535
+134
+1% +$4.08K 0.28% 71
2021
Q4 		$357K Buy
+13,401
New +$372K 0.25% 76

Other funds holding BP

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Powers Advisory Group's BP Position: Q3 2026 in Review

Powers Advisory Group reduced its BP (BP) stake by 4% in Q3 2026, selling an estimated $12.1K and leaving 6,786 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #105.

Powers Advisory Group first reported a position in BP in Q4 2021 and has held it in 20 quarters since. The position peaked at $451K in Q1 2023. 277 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Powers Advisory Group held 6,786 shares of BP worth $299K as of Q3 2026.
  • Powers Advisory Group sold 283 BP shares in Q3 2026, an estimated $12.1K.
  • BP made up 0.09% of Powers Advisory Group's portfolio in Q3 2026, its #105 holding.
  • Powers Advisory Group first reported a position in BP in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's BP position peaked at $451K in Q1 2023.
  • 277 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.