UAS
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United Asset Strategies’s BP BP Stock Holding History

United Asset Strategies’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 		$251K Sell
6,801
-250
-4% -$11K 0.02% 246
2026
Q1 		$331K Hold
7,051
– – 0.03% 220
2025
Q4 		$245K Hold
7,051
– – 0.02% 240
2025
Q3 		$243K Hold
7,051
– – 0.02% 239
2025
Q2 		$211K Sell
7,051
-244
-3% -$7.16K 0.02% 235
2025
Q1 		$246K Hold
7,295
– – 0.02% 223
2024
Q4 		$216K Buy
7,295
+27
+0.4% +$811 0.02% 225
2024
Q3 		$228K Buy
7,268
+218
+3% +$7.38K 0.02% 225
2024
Q2 		$255K Sell
7,050
-100
-1% -$3.75K 0.03% 203
2024
Q1 		$269K Hold
7,150
– – 0.03% 208
2023
Q4 		$253K Hold
7,150
– – 0.03% 211
2023
Q3 		$277K Hold
7,150
– – 0.04% 204
2023
Q2 		$252K Hold
7,150
– – 0.03% 207
2023
Q1 		$271K Hold
7,150
– – 0.04% 203
2022
Q4 		$250K Hold
7,150
– – 0.03% 205
2022
Q3 		$204K Sell
7,150
-634
-8% -$18.9K 0.03% 195
2022
Q2 		$221K Buy
7,784
+634
+9% +$19.4K 0.03% 190
2022
Q1 		$210K Buy
+7,150
New +$218K 0.03% 195
2021
Q4 		– Sell
-9,400
Closed -$257K – 213
2021
Q3 		$257K Sell
9,400
-114
-1% -$2.86K 0.03% 182
2021
Q2 		$251K Sell
9,514
-200
-2% -$5.25K 0.03% 186
2021
Q1 		$237K Buy
+9,714
New +$234K 0.03% 187
2020
Q4 		– Sell
-10,047
Closed -$175K – 202
2020
Q3 		$175K Sell
10,047
-1,749
-15% -$37.9K 0.03% 180
2020
Q2 		$275K Hold
11,796
– – 0.05% 158
2020
Q1 		$288K Buy
11,796
+50
+0.4% +$1.62K 0.07% 151
2019
Q4 		$443K Buy
+11,746
New +$446K 0.09% 155
2016
Q4 		– Sell
-6,969
Closed -$206K – 150
2016
Q3 		$206K Buy
+6,969
New +$202K 0.07% 131
2015
Q4 		– Sell
-7,125
Closed -$183K – 138
2015
Q3 		$183K Buy
7,125
+251
+4% +$7.36K 0.08% 122
2015
Q2 		$231K Buy
6,874
+144
+2% +$5.04K 0.1% 115
2015
Q1 		$241K Buy
6,730
+77
+1% +$2.52K 0.11% 106
2014
Q4 		$210K Sell
6,653
-1,036
-13% -$34.8K 0.09% 119
2014
Q3 		$276K Buy
+7,689
New +$305K 0.12% 107
2013
Q3 		– Sell
-7,335
Closed -$250K – 89
2013
Q2 		$250K Buy
+7,335
New +$255K 0.17% 85

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

United Asset Strategies's BP Position: Q2 2026 in Review

United Asset Strategies reduced its BP (BP) stake by 3.5% in Q2 2026, selling an estimated $11K and leaving 6,801 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #246.

United Asset Strategies first reported a position in BP in Q2 2013 and has held it in 32 quarters since. The position peaked at $443K in Q4 2019. 305 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • United Asset Strategies held 6,801 shares of BP worth $251K as of Q2 2026.
  • United Asset Strategies sold 250 BP shares in Q2 2026, an estimated $11K.
  • BP made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #246 holding.
  • United Asset Strategies first reported a position in BP in Q2 2013 and has held it in 32 quarters since.
  • United Asset Strategies's BP position peaked at $443K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.