RFG - Bristol Wealth Advisors’s BP BP Stock Holding History

RFG - Bristol 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 Q3	$2.26M	Hold	51,466	–	–	0.54%	37
2026 Q2	$1.9M	Hold	51,466	–	–	0.46%	44
2026 Q1	$2.42M	Hold	51,466	–	–	0.65%	36
2025 Q4	$1.79M	Hold	51,466	–	–	0.5%	44
2025 Q3	$1.77M	Hold	51,466	–	–	0.51%	46
2025 Q2	$1.54M	Sell	51,466 -10,938	-18%	-$321K	0.48%	45
2025 Q1	$2.11M	Buy	62,404 +325	+0.5%	+$10.6K	0.71%	32
2024 Q4	$1.84M	Buy	+62,079	New	+$1.87M	0.6%	37

Other funds holding BP

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

RFG - Bristol Wealth Advisors's BP Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors held its BP (BP) position steady in Q3 2026 at 51,466 shares worth $2.26M. The position accounts for 0.54% of the portfolio, ranked #37.

RFG - Bristol Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q1 2026. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

RFG - Bristol Wealth Advisors held 51,466 shares of BP worth $2.26M as of Q3 2026.
RFG - Bristol Wealth Advisors left its BP share count unchanged in Q3 2026.
BP made up 0.54% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #37 holding.
RFG - Bristol Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 8 quarters since.
RFG - Bristol Wealth Advisors's BP position peaked at $2.42M in Q1 2026.
67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.