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Toth Financial Advisory’s BP BP Stock Holding History

Toth Financial Advisory’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
2020
Q2 		– Sell
-200
Closed -$5K – 551
2020
Q1 		$5K Buy
+200
New +$6.47K ﹤0.01% 323

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

Toth Financial Advisory's BP Position: Q3 2026 in Review

Toth Financial Advisory held its BP (BP) position steady in Q3 2026 at 3,307 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #259.

Toth Financial Advisory first reported a position in BP in Q4 2017 and has held it in 36 quarters since. The position peaked at $155K in Q1 2026. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Toth Financial Advisory held 3,307 shares of BP worth $145K as of Q3 2026.
  • Toth Financial Advisory left its BP share count unchanged in Q3 2026.
  • BP made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #259 holding.
  • Toth Financial Advisory first reported a position in BP in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's BP position peaked at $155K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.