Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$432K Sell
11,681
-1,729
-13% -$75.9K 0.01% 698
2026
Q1
$630K Sell
13,410
-1,281
-9% -$50.2K 0.02% 571
2025
Q4
$510K Sell
14,691
-235
-2% -$8.24K 0.02% 639
2025
Q3
$514K Sell
14,926
-462
-3% -$15.5K 0.02% 621
2025
Q2
$461K Sell
15,388
-7,325
-32% -$215K 0.02% 634
2025
Q1
$767K Sell
22,713
-488
-2% -$15.9K 0.03% 470
2024
Q4
$686K Sell
23,201
-671
-3% -$20.2K 0.04% 373
2024
Q3
$749K Sell
23,872
-5,461
-19% -$185K 0.03% 394
2024
Q2
$1.06M Sell
29,333
-3,745
-11% -$140K 0.05% 324
2024
Q1
$1.25M Buy
33,078
+4,229
+15% +$152K 0.06% 310
2023
Q4
$1.02M Buy
28,849
+1,588
+6% +$58.2K 0.06% 320
2023
Q3
$1.06M Buy
27,261
+9,796
+56% +$364K 0.07% 302
2023
Q2
$616K Buy
17,465
+3,532
+25% +$131K 0.03% 427
2023
Q1
$529K Sell
13,933
-3,021
-18% -$113K 0.04% 417
2022
Q4
$592K Buy
+16,954
New +$564K 0.04% 405
2022
Q1
Sell
-11,362
Closed -$303K 206
2021
Q4
$303K Sell
11,362
-2,434
-18% -$67.5K 0.02% 484
2021
Q3
$377K Buy
13,796
+1,625
+13% +$40.7K 0.03% 431
2021
Q2
$322K Sell
12,171
-13,050
-52% -$342K 0.02% 467
2021
Q1
$668K Buy
25,221
+755
+3% +$18.2K 0.02% 544
2020
Q4
$502K Sell
24,466
-108,707
-82% -$2.05M 0.02% 526
2020
Q3
$2.33M Sell
133,173
-12,943
-9% -$280K 0.12% 158
2020
Q2
$3.41M Buy
146,116
+13,405
+10% +$322K 0.19% 113
2020
Q1
$3.24M Buy
132,711
+23,282
+21% +$753K 0.24% 100
2019
Q4
$4.13M Buy
109,429
+5,751
+6% +$218K 0.31% 64
2019
Q3
$3.94M Buy
+103,678
New +$3.96M 0.33% 66
2019
Q1
$3.93M Sell
91,435
-5,661
-6% -$232K 0.44% 49
2018
Q4
$3.57M Buy
97,096
+2,533
+3% +$101K 0.51% 42
2018
Q3
$4.16M Buy
94,563
+4,229
+5% +$177K 0.6% 34
2018
Q2
$3.63M Buy
90,334
+2,615
+3% +$110K 0.77% 35
2018
Q1
$3.64M Buy
87,719
+3,036
+4% +$114K 0.91% 29
2017
Q4
$3.33M Buy
84,683
+2,090
+3% +$75.7K 0.81% 33
2017
Q3
$3.04M Buy
82,593
+3,127
+4% +$99.3K 0.79% 35
2017
Q2
$2.57M Sell
79,466
-4,236
-5% -$132K 0.73% 39
2017
Q1
$2.69M Buy
83,702
+3,211
+4% +$97.6K 0.8% 38
2016
Q4
$2.38M Buy
+80,491
New +$2.42M 0.8% 35

Other funds holding BP

Sowell Financial Services's BP Position: Q2 2026 in Review

Sowell Financial Services reduced its BP (BP) stake by 13% in Q2 2026, selling an estimated $75.9K and leaving 11,681 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #698.

Sowell Financial Services first reported a position in BP in Q4 2016 and has held it in 35 quarters since. The position peaked at $4.16M in Q3 2018. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Sowell Financial Services held 11,681 shares of BP worth $432K as of Q2 2026.
  • Sowell Financial Services sold 1,729 BP shares in Q2 2026, an estimated $75.9K.
  • BP made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #698 holding.
  • Sowell Financial Services first reported a position in BP in Q4 2016 and has held it in 35 quarters since.
  • Sowell Financial Services's BP position peaked at $4.16M in Q3 2018.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.