Valley Wealth Managers
BP icon

Valley Wealth Managers’s BP BP Stock Holding History

Valley Wealth Managers’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
Q3 		$1.41K Hold
32
– – ﹤0.01% 316
2026
Q2 		$1.18K Hold
32
– – ﹤0.01% 317
2026
Q1 		$1.5K Buy
+32
New +$1.25K ﹤0.01% 294
2016
Q3 		– Sell
-1
Closed – – 206
2016
Q2 		$0 Buy
+1
New +$27 ﹤0.01% 210

Other funds holding BP

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Valley Wealth Managers's BP Position: Q3 2026 in Review

Valley Wealth Managers held its BP (BP) position steady in Q3 2026 at 32 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Valley Wealth Managers first reported a position in BP in Q2 2016 and has held it in 4 quarters since. The position peaked at $1.5K in Q1 2026. 306 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Valley Wealth Managers held 32 shares of BP worth $1.41K as of Q3 2026.
  • Valley Wealth Managers left its BP share count unchanged in Q3 2026.
  • BP made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #316 holding.
  • Valley Wealth Managers first reported a position in BP in Q2 2016 and has held it in 4 quarters since.
  • Valley Wealth Managers's BP position peaked at $1.5K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.