Weitzel Financial Services
BP icon

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
Q3 		$234K Buy
+5,222
New +$224K 0.08% 47
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Weitzel Financial Services's BP Position: Q3 2026 in Review

Weitzel Financial Services opened a new position in BP (BP) in Q3 2026: 5,222 shares worth $234K. The stake represents 0.08% of the portfolio and ranks #47 among its holdings. This is a return to the name: Weitzel Financial Services previously reported a position in BP as recently as Q1 2026.

Weitzel Financial Services first reported a position in BP in Q1 2023 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Weitzel Financial Services held 5,222 shares of BP worth $234K as of Q3 2026.
  • BP was a new Weitzel Financial Services position in Q3 2026.
  • BP made up 0.08% of Weitzel Financial Services's portfolio in Q3 2026, its #47 holding.
  • Weitzel Financial Services first reported a position in BP in Q1 2023 and has held it in 3 quarters since.
  • Weitzel Financial Services's BP position peaked at $247K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.