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Team Financial Group’s BP BP Stock Holding History

Team Financial 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
Q2 		– Sell
-11
Closed -$512 – 80
2026
Q1 		$512 Hold
11
– – ﹤0.01% 266
2025
Q4 		$374 Hold
11
– – ﹤0.01% 264
2025
Q3 		$366 Buy
11
+1
+10% +$33 ﹤0.01% 255
2025
Q2 		$314 Buy
+10
New +$293 ﹤0.01% 249
2024
Q1 		– Sell
-10
Closed -$341 – 50
2023
Q4 		$341 Hold
10
– – ﹤0.01% 204
2023
Q3 		$369 Buy
+10
New +$371 ﹤0.01% 192

Other funds holding BP

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
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
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 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

Team Financial Group's BP Position: Q2 2026 in Review

Team Financial Group sold out of BP (BP) in Q2 2026, closing a stake of 11 shares — an estimated $512 sold.

Team Financial Group first reported a position in BP in Q3 2023 and held it in 6 quarters. The position peaked at $512 in Q1 2026. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Team Financial Group reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 11 BP shares in Q2 2026, an estimated $512.
  • Team Financial Group first reported a position in BP in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's BP position peaked at $512 in Q1 2026.
  • 342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.