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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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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. 663 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.
  • 663 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.