Valeo 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
Q2 | $903K | Sell |
24,444
-463
| -2% | -$20.3K | 0.02% | 321 |
|
|
2026
Q1 | $1.17M | Sell |
24,907
-4,920
| -16% | -$193K | 0.03% | 244 |
|
|
2025
Q4 | $1.04M | Buy |
29,827
+1,316
| +5% | +$46.2K | 0.02% | 294 |
|
|
2025
Q3 | $983K | Sell |
28,511
-2,133
| -7% | -$71.4K | 0.02% | 310 |
|
|
2025
Q2 | $917K | Sell |
30,644
-1,140
| -4% | -$33.4K | 0.02% | 325 |
|
|
2025
Q1 | $1.07M | Sell |
31,784
-7,461
| -19% | -$244K | 0.03% | 253 |
|
|
2024
Q4 | $1.16M | Sell |
39,245
-15,007
| -28% | -$451K | 0.03% | 229 |
|
|
2024
Q3 | $1.7M | Buy |
54,252
+7,444
| +16% | +$252K | 0.05% | 176 |
|
|
2024
Q2 | $1.69M | Sell |
46,808
-2,847
| -6% | -$107K | 0.05% | 165 |
|
|
2024
Q1 | $1.95M | Buy |
49,655
+4,557
| +10% | +$163K | 0.07% | 146 |
|
|
2023
Q4 | $1.6M | Sell |
45,098
-6,366
| -12% | -$233K | 0.06% | 162 |
|
|
2023
Q3 | $1.99M | Sell |
51,464
-9,853
| -16% | -$366K | 0.09% | 125 |
|
|
2023
Q2 | $1.82M | Sell |
61,317
-8,659
| -12% | -$320K | 0.08% | 133 |
|
|
2023
Q1 | $2.28M | Sell |
69,976
-11,629
| -14% | -$434K | 0.11% | 112 |
|
|
2022
Q4 | $2.51M | Buy |
81,605
+1,049
| +1% | +$34.9K | 0.14% | 95 |
|
|
2022
Q3 | $2.02M | Buy |
80,556
+9,801
| +14% | +$292K | 0.13% | 102 |
|
|
2022
Q2 | $2.01M | Buy |
70,755
+10,441
| +17% | +$320K | 0.13% | 101 |
|
|
2022
Q1 | $1.77M | Sell |
60,314
-12,632
| -17% | -$385K | 0.09% | 129 |
|
|
2021
Q4 | $1.94M | Buy |
72,946
+2,050
| +3% | +$56.9K | 0.11% | 114 |
|
|
2021
Q3 | $1.94M | Buy |
70,896
+1,948
| +3% | +$48.8K | 0.11% | 114 |
|
|
2021
Q2 | $1.82M | Sell |
68,948
-3,310
| -5% | -$86.8K | 0.11% | 117 |
|
|
2021
Q1 | $1.76M | Sell |
72,258
-812
| -1% | -$19.6K | 0.08% | 131 |
|
|
2020
Q4 | $1.5M | Buy |
73,070
+8,856
| +14% | +$167K | 0.08% | 128 |
|
|
2020
Q3 | $1.12M | Buy |
64,214
+9,693
| +18% | +$210K | 0.1% | 123 |
|
|
2020
Q2 | $1.27M | Buy |
54,521
+544
| +1% | +$13.1K | 0.12% | 109 |
|
|
2020
Q1 | $1.34M | Buy |
53,977
+22,641
| +72% | +$732K | 0.14% | 98 |
|
|
2019
Q4 | $1.18M | Sell |
31,336
-1,258
| -4% | -$47.8K | 0.11% | 120 |
|
|
2019
Q3 | $1.24M | Sell |
32,594
-2,895
| -8% | -$110K | 0.14% | 103 |
|
|
2019
Q2 | $1.46M | Sell |
35,489
-155
| -0.4% | -$6.5K | 0.17% | 92 |
|
|
2019
Q1 | $1.53M | Buy |
35,644
+1,851
| +5% | +$75.9K | 0.19% | 87 |
|
|
2018
Q4 | $1.24M | Sell |
33,793
-218
| -0.6% | -$8.7K | 0.17% | 96 |
|
|
2018
Q3 | $1.41M | Sell |
34,011
-555
| -2% | -$23.2K | 0.19% | 90 |
|
|
2018
Q2 | $1.39M | Sell |
34,566
-3,300
| -9% | -$139K | 0.19% | 86 |
|
|
2018
Q1 | $1.43M | Sell |
37,866
-759
| -2% | -$28.6K | 0.23% | 77 |
|
|
2017
Q4 | $1.49M | Buy |
38,625
+5,352
| +16% | +$194K | 0.24% | 71 |
|
|
2017
Q3 | $1.15M | Buy |
+33,273
| New | +$1.06M | 0.26% | 78 |
|
Other funds holding BP
Valeo Financial Advisors's BP Position: Q2 2026 in Review
Valeo Financial Advisors reduced its BP (BP) stake by 1.9% in Q2 2026, selling an estimated $20.3K and leaving 24,444 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #321.
Valeo Financial Advisors first reported a position in BP in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.51M in Q4 2022. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- Valeo Financial Advisors held 24,444 shares of BP worth $903K as of Q2 2026.
- Valeo Financial Advisors sold 463 BP shares in Q2 2026, an estimated $20.3K.
- BP made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #321 holding.
- Valeo Financial Advisors first reported a position in BP in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's BP position peaked at $2.51M in Q4 2022.
- 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.