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TrueWealth Advisors’s BP BP Stock Holding History

TrueWealth Advisors’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
-8,310
Closed -$391K – 236
2026
Q1 		$391K Sell
8,310
-4,900
-37% -$192K 0.1% 165
2025
Q4 		$459K Sell
13,210
-3,877
-23% -$136K 0.12% 143
2025
Q3 		$589K Buy
17,087
+348
+2% +$11.7K 0.16% 123
2025
Q2 		$501K Buy
16,739
+1,248
+8% +$36.6K 0.15% 128
2025
Q1 		$523K Buy
15,491
+466
+3% +$15.2K 0.17% 105
2024
Q4 		$444K Buy
15,025
+2,275
+18% +$68.4K 0.15% 131
2024
Q3 		$400K Buy
12,750
+1,147
+10% +$38.8K 0.13% 135
2024
Q2 		$419K Buy
11,603
+1,999
+21% +$74.9K 0.16% 109
2024
Q1 		$362K Buy
9,604
+95
+1% +$3.41K 0.14% 118
2023
Q4 		$337K Buy
9,509
+421
+5% +$15.4K 0.13% 127
2023
Q3 		$352K Sell
9,088
-263
-3% -$9.76K 0.15% 108
2023
Q2 		$330K Sell
9,351
-2,368
-20% -$87.6K 0.14% 117
2023
Q1 		$445K Sell
11,719
-562
-5% -$21K 0.19% 90
2022
Q4 		$429K Buy
12,281
+2,538
+26% +$84.5K 0.19% 94
2022
Q3 		$278K Buy
9,743
+419
+4% +$12.5K 0.13% 122
2022
Q2 		$264K Buy
+9,324
New +$286K 0.12% 131

Other funds holding BP

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM

TrueWealth Advisors's BP Position: Q2 2026 in Review

TrueWealth Advisors sold out of BP (BP) in Q2 2026, closing a stake of 8,310 shares — an estimated $391K sold.

TrueWealth Advisors first reported a position in BP in Q2 2022 and held it in 16 quarters. The position peaked at $589K in Q3 2025. 265 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • TrueWealth Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 8,310 BP shares in Q2 2026, an estimated $391K.
  • TrueWealth Advisors first reported a position in BP in Q2 2022 and held it in 16 quarters.
  • TrueWealth Advisors's BP position peaked at $589K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.