Wealth Enhancement Advisory Services
BP icon

Wealth Enhancement Advisory Services’s BP BP Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.84K Buy
+200
New +$8.78K ﹤0.01% 4118

Other funds holding BP

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YIH
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WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CIC
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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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's BP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its BP (BP) stake by 12% in Q2 2026, selling an estimated $1.22M and leaving 211,854 shares worth $8.3M. The position accounts for 0.01% of the portfolio, ranked #757.

Wealth Enhancement Advisory Services first reported a position in BP in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.3M in Q1 2026. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 211,854 shares of BP worth $8.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 27,720 BP shares in Q2 2026, an estimated $1.22M.
  • BP made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #757 holding.
  • Wealth Enhancement Advisory Services first reported a position in BP in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's BP position peaked at $11.3M in Q1 2026.
  • 342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.