Vaughan David Investments’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 | $1.9M | Sell |
51,386
-300
| -0.6% | -$13.2K | 0.04% | 131 |
|
|
2026
Q1 | $2.43M | Sell |
51,686
-78
| -0.2% | -$3.06K | 0.05% | 121 |
|
|
2025
Q4 | $1.8M | Sell |
51,764
-5,422
| -9% | -$190K | 0.04% | 128 |
|
|
2025
Q3 | $1.97M | Sell |
57,186
-4,151
| -7% | -$139K | 0.04% | 121 |
|
|
2025
Q2 | $1.84M | Sell |
61,337
-3,454
| -5% | -$101K | 0.04% | 120 |
|
|
2025
Q1 | $2.19M | Sell |
64,791
-8,450
| -12% | -$276K | 0.05% | 115 |
|
|
2024
Q4 | $2.17M | Sell |
73,241
-11,846
| -14% | -$356K | 0.05% | 115 |
|
|
2024
Q3 | $2.67M | Sell |
85,087
-1,577
| -2% | -$53.4K | 0.06% | 112 |
|
|
2024
Q2 | $3.13M | Sell |
86,664
-6,323
| -7% | -$237K | 0.08% | 107 |
|
|
2024
Q1 | $3.5M | Sell |
92,987
-5,226
| -5% | -$187K | 0.09% | 108 |
|
|
2023
Q4 | $3.48M | Sell |
98,213
-17,151
| -15% | -$628K | 0.1% | 104 |
|
|
2023
Q3 | $4.47M | Sell |
115,364
-836,919
| -88% | -$31.1M | 0.14% | 99 |
|
|
2023
Q2 | $33.6M | Buy |
952,283
+4,575
| +0.5% | +$169K | 0.98% | 49 |
|
|
2023
Q1 | $36M | Buy |
947,708
+4,122
| +0.4% | +$154K | 1.09% | 37 |
|
|
2022
Q4 | $33M | Buy |
943,586
+4,108
| +0.4% | +$137K | 0.98% | 54 |
|
|
2022
Q3 | $26.8M | Buy |
939,478
+2,287
| +0.2% | +$68.1K | 0.9% | 62 |
|
|
2022
Q2 | $26.6M | Buy |
937,191
+16,822
| +2% | +$515K | 0.85% | 66 |
|
|
2022
Q1 | $27.1M | Buy |
920,369
+12,918
| +1% | +$394K | 0.8% | 75 |
|
|
2021
Q4 | $24.2M | Buy |
907,451
+13,789
| +2% | +$382K | 0.71% | 75 |
|
|
2021
Q3 | $24.4M | Buy |
893,662
+17,171
| +2% | +$430K | 0.78% | 74 |
|
|
2021
Q2 | $23.2M | Buy |
876,491
+28,410
| +3% | +$745K | 0.72% | 79 |
|
|
2021
Q1 | $20.7M | Buy |
848,081
+12,959
| +2% | +$312K | 0.65% | 77 |
|
|
2020
Q4 | $17.1M | Sell |
835,122
-22,722
| -3% | -$428K | 0.59% | 77 |
|
|
2020
Q3 | $15M | Buy |
857,844
+3,395
| +0.4% | +$73.5K | 0.58% | 76 |
|
|
2020
Q2 | $19.9M | Buy |
854,449
+216,156
| +34% | +$5.19M | 0.81% | 65 |
|
|
2020
Q1 | $15.6M | Buy |
638,293
+618,608
| +3,143% | +$20M | 0.72% | 68 |
|
|
2019
Q4 | $743K | Buy |
19,685
+366
| +2% | +$13.9K | 0.03% | 124 |
|
|
2019
Q3 | $734K | Sell |
19,319
-290
| -1% | -$11.1K | 0.03% | 128 |
|
|
2019
Q2 | $804K | Buy |
19,609
+51
| +0.3% | +$2.14K | 0.03% | 121 |
|
|
2019
Q1 | $841K | Sell |
19,558
-287
| -1% | -$11.8K | 0.04% | 119 |
|
|
2018
Q4 | $729K | Buy |
19,845
+2,303
| +13% | +$91.9K | 0.03% | 119 |
|
|
2018
Q3 | $772K | Buy |
17,542
+327
| +2% | +$13.7K | 0.03% | 114 |
|
|
2018
Q2 | $740K | Buy |
17,215
+621
| +4% | +$26.1K | 0.03% | 113 |
|
|
2018
Q1 | $625K | Sell |
16,594
-250
| -1% | -$9.42K | 0.03% | 120 |
|
|
2017
Q4 | $648K | Sell |
16,844
-400
| -2% | -$14.5K | 0.03% | 119 |
|
|
2017
Q3 | $598K | Sell |
17,244
-297
| -2% | -$9.44K | 0.03% | 118 |
|
|
2017
Q2 | $539K | Sell |
17,541
-107
| -0.6% | -$3.33K | 0.03% | 121 |
|
|
2017
Q1 | $531K | Buy |
17,648
+1,387
| +9% | +$42.2K | 0.03% | 121 |
|
|
2016
Q4 | $521K | Sell |
16,261
-296
| -2% | -$8.91K | 0.03% | 116 |
|
|
2016
Q3 | $490K | Buy |
16,557
+1,545
| +10% | +$44.8K | 0.03% | 116 |
|
|
2016
Q2 | $449K | Buy |
15,012
+16
| +0.1% | +$431 | 0.02% | 117 |
|
|
2016
Q1 | $381K | Hold |
14,996
| – | – | 0.02% | 126 |
|
|
2015
Q4 | $394K | Sell |
14,996
-926
| -6% | -$26.3K | 0.02% | 121 |
|
|
2015
Q3 | $409K | Hold |
15,922
| – | – | 0.03% | 115 |
|
|
2015
Q2 | $535K | Buy |
15,922
+370
| +2% | +$13K | 0.03% | 110 |
|
|
2015
Q1 | $505K | Hold |
15,552
| – | – | 0.03% | 113 |
|
|
2014
Q4 | $492K | Buy |
15,552
+511
| +3% | +$17.2K | 0.03% | 117 |
|
|
2014
Q3 | $541K | Hold |
15,041
| – | – | 0.03% | 109 |
|
|
2014
Q2 | $649K | Sell |
15,041
-549
| -4% | -$22.6K | 0.04% | 108 |
|
|
2014
Q1 | $613K | Hold |
15,590
| – | – | 0.04% | 107 |
|
|
2013
Q4 | $620K | Buy |
15,590
+1,582
| +11% | +$58.9K | 0.04% | 107 |
|
|
2013
Q3 | $482K | Buy |
14,008
+1,758
| +14% | +$60.3K | 0.03% | 109 |
|
|
2013
Q2 | $418K | Buy |
+12,250
| New | +$426K | 0.03% | 110 |
|
Other funds holding BP
Vaughan David Investments's BP Position: Q2 2026 in Review
Vaughan David Investments reduced its BP (BP) stake by 0.58% in Q2 2026, selling an estimated $13.2K and leaving 51,386 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #131.
Vaughan David Investments first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $36M in Q1 2023. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- Vaughan David Investments held 51,386 shares of BP worth $1.9M as of Q2 2026.
- Vaughan David Investments sold 300 BP shares in Q2 2026, an estimated $13.2K.
- BP made up 0.04% of Vaughan David Investments's portfolio in Q2 2026, its #131 holding.
- Vaughan David Investments first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
- Vaughan David Investments's BP position peaked at $36M in Q1 2023.
- 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.