Valmark Advisers’s BP BP Stock Holding History

Valmark Advisers’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 Q2	$213K	Buy	5,756 +227	+4%	+$9.96K	﹤0.01%	704
2026 Q1	$260K	Buy	+5,529	New	+$217K	﹤0.01%	613
2025 Q4	–	Sell	-7,562	Closed	-$261K	–	658
2025 Q3	$261K	Buy	7,562 +72	+1%	+$2.41K	﹤0.01%	586
2025 Q2	$224K	Sell	7,490 -1,423	-16%	-$41.7K	﹤0.01%	608
2025 Q1	$301K	Sell	8,913 -1,222	-12%	-$39.9K	﹤0.01%	516
2024 Q4	$300K	Buy	+10,135	New	+$305K	﹤0.01%	510
2019 Q4	–	Sell	-6,086	Closed	-$231K	–	244
2019 Q3	$231K	Sell	6,086 -103	-2%	-$3.93K	0.01%	222
2019 Q2	$254K	Buy	+6,189	New	+$260K	0.01%	197

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Valmark Advisers's BP Position: Q2 2026 in Review

Valmark Advisers increased its BP (BP) stake by 4.1% in Q2 2026, buying an estimated $9.96K and bringing the position to 5,756 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Valmark Advisers first reported a position in BP in Q2 2019 and has held it in 8 quarters since. The position peaked at $301K in Q1 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Valmark Advisers held 5,756 shares of BP worth $213K as of Q2 2026.
Valmark Advisers bought 227 BP shares in Q2 2026, an estimated $9.96K.
BP made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #704 holding.
Valmark Advisers first reported a position in BP in Q2 2019 and has held it in 8 quarters since.
Valmark Advisers's BP position peaked at $301K in Q1 2025.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.