TAM
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Titleist Asset Management’s BP BP Stock Holding History

Titleist Asset Management’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 		$392K Buy
8,907
+45
+0.5% +$1.93K 0.03% 325
2026
Q2 		$327K Buy
8,862
+217
+3% +$9.52K 0.02% 336
2026
Q1 		$406K Buy
8,645
+145
+2% +$5.68K 0.03% 283
2025
Q4 		$295K Buy
8,500
+119
+1% +$4.17K 0.02% 306
2025
Q3 		$289K Sell
8,381
-1,284
-13% -$43K 0.03% 264
2025
Q2 		$289K Buy
9,665
+125
+1% +$3.67K 0.03% 260
2025
Q1 		$322K Buy
9,540
+30
+0.3% +$979 0.04% 231
2024
Q4 		$281K Buy
9,510
+129
+1% +$3.88K 0.03% 261
2024
Q3 		$294K Sell
9,381
-64
-0.7% -$2.17K 0.04% 228
2024
Q2 		$341K Buy
+9,445
New +$354K 0.05% 204

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
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
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

Titleist Asset Management's BP Position: Q3 2026 in Review

Titleist Asset Management increased its BP (BP) stake by 0.51% in Q3 2026, buying an estimated $1.93K and bringing the position to 8,907 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #325.

Titleist Asset Management first reported a position in BP in Q2 2024 and has held it in 10 quarters since. The position peaked at $406K in Q1 2026. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Titleist Asset Management held 8,907 shares of BP worth $392K as of Q3 2026.
  • Titleist Asset Management bought 45 BP shares in Q3 2026, an estimated $1.93K.
  • BP made up 0.03% of Titleist Asset Management's portfolio in Q3 2026, its #325 holding.
  • Titleist Asset Management first reported a position in BP in Q2 2024 and has held it in 10 quarters since.
  • Titleist Asset Management's BP position peaked at $406K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.