VFA
BP icon

Valeo Financial Advisors’s BP BP Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-5,200
Closed -$90K – 1682
2020
Q3 		$90K Buy
5,200
+4,200
+420% +$90.9K 0.01% 495
2020
Q2 		$24K Sell
1,000
-2,500
-71% -$60K ﹤0.01% 988
2020
Q1 		$86K Buy
+3,500
New +$113K 0.01% 461

Other funds holding BP

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Valeo Financial Advisors's BP Position: Q3 2026 in Review

Valeo Financial Advisors increased its BP (BP) stake by 5.9% in Q3 2026, buying an estimated $62.4K and bringing the position to 25,898 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #278.

Valeo Financial Advisors first reported a position in BP in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.51M in Q4 2022. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Valeo Financial Advisors held 25,898 shares of BP worth $1.14M as of Q3 2026.
  • Valeo Financial Advisors bought 1,454 BP shares in Q3 2026, an estimated $62.4K.
  • BP made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #278 holding.
  • Valeo Financial Advisors first reported a position in BP in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's BP position peaked at $2.51M in Q4 2022.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.