RAFFA WEALTH MANAGEMENT, LLC’s BP BP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.88K	Buy	132 +40	+43%	+$1.75K	﹤0.01%	602
2026 Q1	$4.32K	Hold	92	–	–	﹤0.01%	566
2025 Q4	$3.19K	Buy	92 +33	+56%	+$1.16K	﹤0.01%	619
2025 Q3	$2.03K	Buy	59 +21	+55%	+$703	﹤0.01%	700
2025 Q2	$1.14K	Sell	38 -65	-63%	-$1.91K	﹤0.01%	831
2025 Q1	$3.48K	Hold	103	–	–	﹤0.01%	499
2024 Q4	$3.04K	Buy	103 +65	+171%	+$1.95K	﹤0.01%	560
2024 Q3	$1.19K	Hold	38	–	–	﹤0.01%	801
2024 Q2	$1.37K	Hold	38	–	–	﹤0.01%	810
2024 Q1	$1.43K	Hold	38	–	–	﹤0.01%	790
2023 Q4	$1.34K	Hold	38	–	–	﹤0.01%	732
2023 Q3	$1.47K	Hold	38	–	–	﹤0.01%	674
2023 Q2	$1.34K	Hold	38	–	–	﹤0.01%	716
2023 Q1	$1.44K	Hold	38	–	–	﹤0.01%	698
2022 Q4	$1.33K	Hold	38	–	–	﹤0.01%	697
2022 Q3	$1.08K	Hold	38	–	–	﹤0.01%	771
2022 Q2	$1.08K	Hold	38	–	–	﹤0.01%	795
2022 Q1	$1.12K	Hold	38	–	–	﹤0.01%	823
2021 Q4	$1.01K	Hold	38	–	–	﹤0.01%	868
2021 Q3	$1.04K	Hold	38	–	–	﹤0.01%	809
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	831
2021 Q1	$925	Buy	+38	New	+$915	﹤0.01%	852
2017 Q2	–	Sell	-229	Closed	-$6.9K	–	401
2017 Q1	$6.9K	Sell	229 -145	-39%	-$4.41K	﹤0.01%	196
2016 Q4	$12K	Buy	374 +118	+46%	+$3.55K	0.01%	168
2016 Q3	$7.56K	Hold	256	–	–	﹤0.01%	196
2016 Q2	$7.63K	Hold	256	–	–	﹤0.01%	190
2016 Q1	$6.49K	Hold	256	–	–	﹤0.01%	208
2015 Q4	$6.72K	Hold	256	–	–	﹤0.01%	193
2015 Q3	$6.57K	Buy	256 +119	+87%	+$3.49K	﹤0.01%	201
2015 Q2	$4.59K	Sell	137 -2	-1%	-$70	﹤0.01%	210
2015 Q1	$4.5K	Buy	139 +11	+9%	+$360	﹤0.01%	206
2014 Q4	$4.04K	Sell	128 -2	-2%	-$67	﹤0.01%	214
2014 Q3	$4.66K	Buy	+130	New	+$5.15K	﹤0.01%	207
2014 Q1	–	Sell	-130	Closed	-$4.04K	–	335
2013 Q4	$4.04K	Buy	+130	New	+$4.84K	﹤0.01%	214

Other funds holding BP

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its BP (BP) stake by 43% in Q2 2026, buying an estimated $1.75K and bringing the position to 132 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BP in Q4 2013 and has held it in 34 quarters since. The position peaked at $12K in Q4 2016. 408 funds tracked by Wall St. Rank hold BP as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 132 shares of BP worth $4.88K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 40 BP shares in Q2 2026, an estimated $1.75K.
BP made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #602 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in BP in Q4 2013 and has held it in 34 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's BP position peaked at $12K in Q4 2016.
408 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.