Winch Advisory Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $502K | Buy |
13,581
+754
| +6% | +$33.1K | 0.1% | 77 |
|
|
2026
Q1 | $603K | Sell |
12,827
-292
| -2% | -$11.4K | 0.14% | 70 |
|
|
2025
Q4 | $456K | Sell |
13,119
-71
| -0.5% | -$2.49K | 0.1% | 77 |
|
|
2025
Q3 | $455K | Buy |
13,190
+199
| +2% | +$6.67K | 0.1% | 76 |
|
|
2025
Q2 | $389K | Buy |
12,991
+133
| +1% | +$3.9K | 0.09% | 75 |
|
|
2025
Q1 | $434K | Buy |
12,858
+86
| +0.7% | +$2.81K | 0.11% | 70 |
|
|
2024
Q4 | $378K | Buy |
12,772
+2,011
| +19% | +$60.4K | 0.1% | 70 |
|
|
2024
Q3 | $338K | Buy |
10,761
+117
| +1% | +$3.96K | 0.09% | 73 |
|
|
2024
Q2 | $384K | Buy |
10,644
+301
| +3% | +$11.3K | 0.11% | 66 |
|
|
2024
Q1 | $390K | Buy |
10,343
+213
| +2% | +$7.64K | 0.12% | 66 |
|
|
2023
Q4 | $359K | Buy |
10,130
+255
| +3% | +$9.34K | 0.12% | 65 |
|
|
2023
Q3 | $382K | Sell |
9,875
-33
| -0.3% | -$1.23K | 0.14% | 57 |
|
|
2023
Q2 | $350K | Sell |
9,908
-17
| -0.2% | -$629 | 0.13% | 64 |
|
|
2023
Q1 | $377K | Sell |
9,925
-275
| -3% | -$10.3K | 0.15% | 61 |
|
|
2022
Q4 | $356K | Buy |
10,200
+445
| +5% | +$14.8K | 0.15% | 63 |
|
|
2022
Q3 | $278K | Buy |
9,755
+203
| +2% | +$6.04K | 0.12% | 63 |
|
|
2022
Q2 | $271K | Buy |
9,552
+272
| +3% | +$8.33K | 0.11% | 66 |
|
|
2022
Q1 | $273K | Sell |
9,280
-82
| -0.9% | -$2.5K | 0.09% | 65 |
|
|
2021
Q4 | $249K | Buy |
9,362
+384
| +4% | +$10.7K | 0.08% | 73 |
|
|
2021
Q3 | $245K | Buy |
8,978
+5,887
| +190% | +$147K | 0.09% | 67 |
|
|
2021
Q2 | $82K | Buy |
3,091
+47
| +2% | +$1.23K | 0.03% | 98 |
|
|
2021
Q1 | $74K | Buy |
3,044
+457
| +18% | +$11K | 0.03% | 93 |
|
|
2020
Q4 | $53K | Sell |
2,587
-301
| -10% | -$5.67K | 0.02% | 99 |
|
|
2020
Q3 | $50K | Sell |
2,888
-412
| -12% | -$8.92K | 0.02% | 93 |
|
|
2020
Q2 | $77K | Buy |
3,300
+342
| +12% | +$8.21K | 0.04% | 72 |
|
|
2020
Q1 | $72K | Sell |
2,958
-81,243
| -96% | -$2.63M | 0.04% | 71 |
|
|
2019
Q4 | $3.18M | Sell |
84,201
-524
| -0.6% | -$19.9K | 1.51% | 18 |
|
|
2019
Q3 | $3.22M | Sell |
84,725
-940
| -1% | -$35.9K | 1.68% | 17 |
|
|
2019
Q2 | $3.51M | Buy |
85,665
+1,529
| +2% | +$64.1K | 1.83% | 17 |
|
|
2019
Q1 | $3.62M | Buy |
84,136
+960
| +1% | +$39.3K | 2% | 15 |
|
|
2018
Q4 | $3.06M | Sell |
83,176
-1,751
| -2% | -$69.9K | 1.7% | 18 |
|
|
2018
Q3 | $3.74M | Buy |
84,927
+7,489
| +10% | +$313K | 1.88% | 21 |
|
|
2018
Q2 | $3.33M | Buy |
77,438
+9,994
| +15% | +$420K | 1.79% | 23 |
|
|
2018
Q1 | $2.54M | Buy |
67,444
+3,131
| +5% | +$118K | 1.49% | 23 |
|
|
2017
Q4 | $2.47M | Buy |
64,313
+1,980
| +3% | +$71.7K | 1.49% | 24 |
|
|
2017
Q3 | $2.16M | Buy |
62,333
+24,597
| +65% | +$781K | 1.41% | 24 |
|
|
2017
Q2 | $1.16M | Buy |
37,736
+4,570
| +14% | +$142K | 0.73% | 41 |
|
|
2017
Q1 | $998K | Buy |
+33,166
| New | +$1.01M | 0.63% | 43 |
|
Other funds holding BP
Winch Advisory Services's BP Position: Q2 2026 in Review
Winch Advisory Services increased its BP (BP) stake by 5.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 13,581 shares worth $502K. The position accounts for 0.1% of the portfolio, ranked #77.
Winch Advisory Services first reported a position in BP in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.74M in Q3 2018. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- Winch Advisory Services held 13,581 shares of BP worth $502K as of Q2 2026.
- Winch Advisory Services bought 754 BP shares in Q2 2026, an estimated $33.1K.
- BP made up 0.1% of Winch Advisory Services's portfolio in Q2 2026, its #77 holding.
- Winch Advisory Services first reported a position in BP in Q1 2017 and has held it in 38 quarters since.
- Winch Advisory Services's BP position peaked at $3.74M in Q3 2018.
- 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.