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Weitzel Financial Services’s BP BP Stock Holding History

Weitzel Financial 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 		– Sell
-5,216
Closed -$247K – 52
2026
Q1 		$247K Buy
+5,216
New +$204K 0.09% 46
2023
Q2 		– Sell
-5,279
Closed -$210K – 39
2023
Q1 		$210K Buy
+5,279
New +$197K 0.13% 35

Other funds holding BP

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Weitzel Financial Services's BP Position: Q2 2026 in Review

Weitzel Financial Services sold out of BP (BP) in Q2 2026, closing a stake of 5,216 shares — an estimated $247K sold.

Weitzel Financial Services first reported a position in BP in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2026. 215 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Weitzel Financial Services reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Weitzel Financial Services sold 5,216 BP shares in Q2 2026, an estimated $247K.
  • Weitzel Financial Services first reported a position in BP in Q1 2023 and held it in 2 quarters.
  • Weitzel Financial Services's BP position peaked at $247K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.