United Capital Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.77M | Buy |
37,566
+2,778
| +8% | +$109K | 0.01% | 585 |
|
|
2025
Q4 | $1.21M | Buy |
34,788
+3,977
| +13% | +$140K | 0.01% | 674 |
|
|
2025
Q3 | $1.06M | Sell |
30,811
-5,059
| -14% | -$169K | 0.01% | 621 |
|
|
2025
Q2 | $1.07M | Sell |
35,870
-5,952
| -14% | -$175K | 0.01% | 575 |
|
|
2025
Q1 | $1.41M | Buy |
41,822
+2,922
| +8% | +$95.4K | 0.01% | 493 |
|
|
2024
Q4 | $1.15M | Sell |
38,900
-6,257
| -14% | -$188K | 0.01% | 520 |
|
|
2024
Q3 | $1.42M | Sell |
45,157
-1,476
| -3% | -$49.9K | 0.01% | 469 |
|
|
2024
Q2 | $1.68M | Sell |
46,633
-7,983
| -15% | -$299K | 0.01% | 437 |
|
|
2024
Q1 | $2.06M | Sell |
54,616
-1,895
| -3% | -$67.9K | 0.02% | 420 |
|
|
2023
Q4 | $2M | Buy |
56,511
+13,133
| +30% | +$481K | 0.02% | 418 |
|
|
2023
Q3 | $1.68M | Sell |
43,378
-9,635
| -18% | -$358K | 0.01% | 447 |
|
|
2023
Q2 | $1.87M | Sell |
53,013
-2,045
| -4% | -$75.7K | 0.01% | 454 |
|
|
2023
Q1 | $2.09M | Sell |
55,058
-42,261
| -43% | -$1.58M | 0.01% | 444 |
|
|
2022
Q4 | $3.4M | Buy |
97,319
+177
| +0.2% | +$5.89K | 0.02% | 388 |
|
|
2022
Q3 | $2.77M | Sell |
97,142
-9,184
| -9% | -$273K | 0.02% | 416 |
|
|
2022
Q2 | $3.01M | Buy |
106,326
+5,405
| +5% | +$166K | 0.02% | 415 |
|
|
2022
Q1 | $2.97M | Sell |
100,921
-8,870
| -8% | -$270K | 0.01% | 450 |
|
|
2021
Q4 | $2.92M | Sell |
109,791
-4,247
| -4% | -$118K | 0.01% | 466 |
|
|
2021
Q3 | $3.12M | Buy |
114,038
+1,443
| +1% | +$36.1K | 0.02% | 452 |
|
|
2021
Q2 | $2.98M | Buy |
112,595
+2,971
| +3% | +$77.9K | 0.02% | 468 |
|
|
2021
Q1 | $2.67M | Sell |
109,624
-3,963
| -3% | -$95.4K | 0.01% | 456 |
|
|
2020
Q4 | $2.33M | Buy |
113,587
+17,100
| +18% | +$322K | 0.01% | 476 |
|
|
2020
Q3 | $1.69M | Sell |
96,487
-14,531
| -13% | -$315K | 0.01% | 542 |
|
|
2020
Q2 | $2.59M | Buy |
111,018
+1,017
| +0.9% | +$24.4K | 0.02% | 465 |
|
|
2020
Q1 | $2.68M | Sell |
110,001
-33,852
| -24% | -$1.09M | 0.02% | 444 |
|
|
2019
Q4 | $5.43M | Buy |
143,853
+9,327
| +7% | +$354K | 0.04% | 407 |
|
|
2019
Q3 | $5.11M | Sell |
134,526
-20,843
| -13% | -$795K | 0.04% | 407 |
|
|
2019
Q2 | $6.37M | Buy |
155,369
+40,319
| +35% | +$1.69M | 0.04% | 373 |
|
|
2019
Q1 | $4.95M | Sell |
115,050
-40,363
| -26% | -$1.65M | 0.03% | 415 |
|
|
2018
Q4 | $5.71M | Buy |
155,413
+33,687
| +28% | +$1.34M | 0.05% | 341 |
|
|
2018
Q3 | $5.36M | Buy |
121,726
+1,717
| +1% | +$71.8K | 0.04% | 420 |
|
|
2018
Q2 | $5.16M | Sell |
120,009
-13,779
| -10% | -$579K | 0.04% | 411 |
|
|
2018
Q1 | $5.04M | Buy |
133,788
+24,823
| +23% | +$935K | 0.04% | 413 |
|
|
2017
Q4 | $4.18M | Buy |
108,965
+3,875
| +4% | +$140K | 0.03% | 440 |
|
|
2017
Q3 | $3.64M | Sell |
105,090
-6,190
| -6% | -$197K | 0.03% | 444 |
|
|
2017
Q2 | $3.42M | Sell |
111,280
-10,091
| -8% | -$314K | 0.03% | 448 |
|
|
2017
Q1 | $3.65M | Sell |
121,371
-5,573
| -4% | -$169K | 0.03% | 433 |
|
|
2016
Q4 | $4.07M | Buy |
126,944
+39,965
| +46% | +$1.2M | 0.04% | 409 |
|
|
2016
Q3 | $2.57M | Buy |
86,979
+4,302
| +5% | +$125K | 0.03% | 525 |
|
|
2016
Q2 | $2.5M | Buy |
82,677
+271
| +0.3% | +$7.3K | 0.03% | 514 |
|
|
2016
Q1 | $2.09M | Buy |
82,406
+2,891
| +4% | +$72.9K | 0.02% | 521 |
|
|
2015
Q4 | $2.09M | Sell |
79,515
-1,929
| -2% | -$54.9K | 0.02% | 539 |
|
|
2015
Q3 | $2.09M | Sell |
81,444
-14,042
| -15% | -$412K | 0.03% | 516 |
|
|
2015
Q2 | $3.21M | Sell |
95,486
-9,566
| -9% | -$335K | 0.04% | 464 |
|
|
2015
Q1 | $3.76M | Buy |
105,052
+1,782
| +2% | +$58.3K | 0.05% | 400 |
|
|
2014
Q4 | $3.27M | Buy |
103,270
+36,817
| +55% | +$1.24M | 0.05% | 359 |
|
|
2014
Q3 | $2.39M | Buy |
66,453
+7,837
| +13% | +$310K | 0.04% | 399 |
|
|
2014
Q2 | $2.53M | Buy |
58,616
+14,267
| +32% | +$588K | 0.05% | 367 |
|
|
2014
Q1 | $1.75M | Buy |
44,349
+12,313
| +38% | +$486K | 0.04% | 378 |
|
|
2013
Q4 | $1.27M | Sell |
32,036
-29,632
| -48% | -$1.1M | 0.04% | 305 |
|
|
2013
Q3 | $2.12M | Sell |
61,668
-10,589
| -15% | -$363K | 0.07% | 243 |
|
|
2013
Q2 | $2.47M | Buy |
+72,257
| New | +$2.52M | 0.07% | 281 |
|
Other funds holding BP
United Capital Financial Advisors's BP Position: Q1 2026 in Review
United Capital Financial Advisors increased its BP (BP) stake by 8% in Q1 2026, buying an estimated $109K and bringing the position to 37,566 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #585.
United Capital Financial Advisors first reported a position in BP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.37M in Q2 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.
- United Capital Financial Advisors held 37,566 shares of BP worth $1.77M as of Q1 2026.
- United Capital Financial Advisors bought 2,778 BP shares in Q1 2026, an estimated $109K.
- BP made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #585 holding.
- United Capital Financial Advisors first reported a position in BP in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's BP position peaked at $6.37M in Q2 2019.
- 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.