Wealth Alliance Advisory Group’s BP BP Stock Holding History

Wealth Alliance Advisory Group’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	$948K	Hold	25,657	–	–	0.14%	86
2026 Q1	$1.21M	Hold	25,657	–	–	0.19%	79
2025 Q4	$891K	Hold	25,657	–	–	0.15%	83
2025 Q3	$884K	Hold	25,657	–	–	0.16%	80
2025 Q2	$768K	Hold	25,657	–	–	0.15%	84
2025 Q1	$867K	Hold	25,657	–	–	0.18%	78
2024 Q4	$758K	Sell	25,657 -100	-0.4%	-$3K	0.16%	89
2024 Q3	$809K	Hold	25,757	–	–	0.17%	87
2024 Q2	$930K	Hold	25,757	–	–	0.21%	76
2024 Q1	$971K	Hold	25,757	–	–	0.23%	69
2023 Q4	$912K	Sell	25,757 -600	-2%	-$22K	0.24%	66
2023 Q3	$1.02M	Hold	26,357	–	–	0.3%	56
2023 Q2	$930K	Buy	26,357 +284	+1%	+$10.5K	0.33%	54
2023 Q1	$989K	Sell	26,073 -815	-3%	-$30.4K	0.37%	49
2022 Q4	$939K	Buy	26,888 +4	+0%	+$133	0.36%	49
2022 Q3	$768K	Buy	26,884 +4	+0%	+$119	0.34%	49
2022 Q2	$762K	Sell	26,880 -397	-1%	-$12.2K	0.36%	49
2022 Q1	$802K	Hold	27,277	–	–	0.35%	50
2021 Q4	$726K	Sell	27,277 -143	-0.5%	-$3.97K	0.32%	58
2021 Q3	$749K	Sell	27,420 -3,600	-12%	-$90.2K	0.36%	52
2021 Q2	$820K	Buy	31,020 +3,000	+11%	+$78.7K	0.4%	47
2021 Q1	$682K	Sell	28,020 -620	-2%	-$14.9K	0.35%	55
2020 Q4	$588K	Sell	28,640 -365	-1%	-$6.88K	0.32%	54
2020 Q3	$506K	Sell	29,005 -713	-2%	-$15.4K	0.3%	55
2020 Q2	$693K	Sell	29,718 -3,123	-10%	-$75K	0.42%	43
2020 Q1	$801K	Buy	32,841 +5,640	+21%	+$182K	0.62%	33
2019 Q4	$1.03M	Sell	27,201 -380	-1%	-$14.4K	0.59%	33
2019 Q3	$1.03M	Buy	27,581 +8,458	+44%	+$323K	0.64%	30
2019 Q2	$765K	Buy	19,123 +1,017	+6%	+$42.7K	0.47%	41
2019 Q1	$752K	Buy	18,106 +10,361	+134%	+$425K	0.49%	39
2018 Q4	$285K	Sell	7,745 -1,601	-17%	-$63.9K	0.21%	82
2018 Q3	$411K	Buy	9,346 +317	+4%	+$13.3K	0.21%	81
2018 Q2	$388K	Buy	9,029 +502	+6%	+$21.1K	0.21%	81
2018 Q1	$321K	Buy	8,527 +199	+2%	+$7.5K	0.19%	78
2017 Q4	$320K	Buy	+8,328	New	+$302K	0.29%	67

Other funds holding BP

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIH

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

Wealth Alliance Advisory Group's BP Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its BP (BP) position steady in Q2 2026 at 25,657 shares worth $948K. The position accounts for 0.14% of the portfolio, ranked #86.

Wealth Alliance Advisory Group first reported a position in BP in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.21M in Q1 2026. 504 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Wealth Alliance Advisory Group held 25,657 shares of BP worth $948K as of Q2 2026.
Wealth Alliance Advisory Group left its BP share count unchanged in Q2 2026.
BP made up 0.14% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #86 holding.
Wealth Alliance Advisory Group first reported a position in BP in Q4 2017 and has held it in 35 quarters since.
Wealth Alliance Advisory Group's BP position peaked at $1.21M in Q1 2026.
504 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.