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Wedmont Private Capital’s BP BP Stock Holding History

Wedmont Private Capital’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 		$347K Buy
7,478
+320
+4% +$13.7K 0.01% 713
2026
Q2 		$281K Sell
7,158
-1,507
-17% -$66.1K 0.01% 763
2026
Q1 		$398K Sell
8,665
-146
-2% -$5.72K 0.01% 578
2025
Q4 		$297K Buy
8,811
+796
+10% +$27.9K 0.01% 653
2025
Q3 		$280K Buy
8,015
+497
+7% +$16.6K 0.01% 634
2025
Q2 		$235K Buy
+7,518
New +$221K 0.01% 666
2025
Q1 		– Sell
-7,134
Closed -$223K – 710
2024
Q4 		$223K Buy
7,134
+17
+0.2% +$511 0.01% 632
2024
Q3 		$236K Buy
7,117
+121
+2% +$4.09K 0.01% 584
2024
Q2 		$246K Buy
6,996
+395
+6% +$14.8K 0.02% 552
2024
Q1 		$259K Buy
6,601
+162
+3% +$5.81K 0.02% 489
2023
Q4 		$228K Buy
+6,439
New +$236K 0.02% 497

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

Wedmont Private Capital's BP Position: Q3 2026 in Review

Wedmont Private Capital increased its BP (BP) stake by 4.5% in Q3 2026, buying an estimated $13.7K and bringing the position to 7,478 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #713.

Wedmont Private Capital first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $398K in Q1 2026. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Wedmont Private Capital held 7,478 shares of BP worth $347K as of Q3 2026.
  • Wedmont Private Capital bought 320 BP shares in Q3 2026, an estimated $13.7K.
  • BP made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #713 holding.
  • Wedmont Private Capital first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Wedmont Private Capital's BP position peaked at $398K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.