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Vista Investment Partners’s BP BP Stock Holding History

Vista Investment Partners’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 		$325K Buy
7,397
+381
+5% +$16.3K 0.08% 135
2026
Q2 		$259K Sell
7,016
-930
-12% -$40.8K 0.07% 152
2026
Q1 		$373K Buy
7,946
+746
+10% +$29.2K 0.1% 130
2025
Q4 		$250K Hold
7,200
– – 0.07% 147
2025
Q3 		$248K Hold
7,200
– – 0.07% 144
2025
Q2 		$215K Sell
7,200
-29,870
-81% -$876K 0.06% 147
2025
Q1 		$1.25M Sell
37,070
-2,763
-7% -$90.2K 0.38% 72
2024
Q4 		$1.18M Sell
39,833
-6,488
-14% -$195K 0.37% 73
2024
Q3 		$1.45M Buy
46,321
+40,060
+640% +$1.36M 0.47% 62
2024
Q2 		$226K Hold
6,261
– – 0.08% 143
2024
Q1 		$236K Hold
6,261
– – 0.08% 132
2023
Q4 		$222K Buy
+6,261
New +$229K 0.08% 132

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

Vista Investment Partners's BP Position: Q3 2026 in Review

Vista Investment Partners increased its BP (BP) stake by 5.4% in Q3 2026, buying an estimated $16.3K and bringing the position to 7,397 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #135.

Vista Investment Partners first reported a position in BP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q3 2024. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Vista Investment Partners held 7,397 shares of BP worth $325K as of Q3 2026.
  • Vista Investment Partners bought 381 BP shares in Q3 2026, an estimated $16.3K.
  • BP made up 0.08% of Vista Investment Partners's portfolio in Q3 2026, its #135 holding.
  • Vista Investment Partners first reported a position in BP in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's BP position peaked at $1.45M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.