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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

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Toth Financial Advisory's BP Position: Q2 2026 in Review

Toth Financial Advisory held its BP (BP) position steady in Q2 2026 at 3,307 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #275.

Toth Financial Advisory first reported a position in BP in Q4 2017 and has held it in 35 quarters since. The position peaked at $155K in Q1 2026. 505 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Toth Financial Advisory held 3,307 shares of BP worth $122K as of Q2 2026.
  • Toth Financial Advisory left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #275 holding.
  • Toth Financial Advisory first reported a position in BP in Q4 2017 and has held it in 35 quarters since.
  • Toth Financial Advisory's BP position peaked at $155K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.