WN
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Williams & Novak’s BP BP Stock Holding History

Williams & Novak’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
-6,008
Closed -$277K – 150
2026
Q1 		$277K Buy
+6,008
New +$235K 0.21% 89

Other funds holding BP

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
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

Williams & Novak's BP Position: Q2 2026 in Review

Williams & Novak sold out of BP (BP) in Q2 2026, closing a stake of 6,008 shares — an estimated $277K sold.

Williams & Novak first reported a position in BP in Q1 2026 and held it in 1 quarter. The position peaked at $277K in Q1 2026. 390 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Williams & Novak reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Williams & Novak sold 6,008 BP shares in Q2 2026, an estimated $277K.
  • Williams & Novak first reported a position in BP in Q1 2026 and held it in 1 quarter.
  • Williams & Novak's BP position peaked at $277K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.