Xcel Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-9,531
| Closed | -$331K | – | 136 |
|
|
2025
Q4 | $331K | Sell |
9,531
-53
| -0.6% | -$1.86K | 0.08% | 123 |
|
|
2025
Q3 | $330K | Sell |
9,584
-184
| -2% | -$6.16K | 0.09% | 119 |
|
|
2025
Q2 | $292K | Sell |
9,768
-82
| -0.8% | -$2.4K | 0.08% | 117 |
|
|
2025
Q1 | $333K | Sell |
9,850
-119
| -1% | -$3.88K | 0.1% | 108 |
|
|
2024
Q4 | $295K | Sell |
9,969
-231
| -2% | -$6.94K | 0.08% | 113 |
|
|
2024
Q3 | $320K | Buy |
10,200
+100
| +1% | +$3.38K | 0.09% | 102 |
|
|
2024
Q2 | $365K | Sell |
10,100
-498
| -5% | -$18.7K | 0.11% | 89 |
|
|
2024
Q1 | $399K | Sell |
10,598
-100
| -0.9% | -$3.59K | 0.12% | 90 |
|
|
2023
Q4 | $379K | Buy |
10,698
+21
| +0.2% | +$769 | 0.13% | 86 |
|
|
2023
Q3 | $413K | Sell |
10,677
-2,620
| -20% | -$97.2K | 0.16% | 82 |
|
|
2023
Q2 | $469K | Sell |
13,297
-438
| -3% | -$16.2K | 0.15% | 91 |
|
|
2023
Q1 | $521K | Sell |
13,735
-4
| -0% | -$149 | 0.18% | 81 |
|
|
2022
Q4 | $480K | Sell |
13,739
-116
| -0.8% | -$3.86K | 0.19% | 83 |
|
|
2022
Q3 | $396K | Sell |
13,855
-1,196
| -8% | -$35.6K | 0.15% | 89 |
|
|
2022
Q2 | $427K | Buy |
15,051
+5
| +0% | +$153 | 0.16% | 84 |
|
|
2022
Q1 | $442K | Sell |
15,046
-1,398
| -9% | -$42.6K | 0.12% | 101 |
|
|
2021
Q4 | $438K | Sell |
16,444
-11,895
| -42% | -$330K | 0.11% | 109 |
|
|
2021
Q3 | $775K | Buy |
28,339
+2,402
| +9% | +$60.2K | 0.22% | 77 |
|
|
2021
Q2 | $685K | Buy |
25,937
+9,747
| +60% | +$256K | 0.21% | 83 |
|
|
2021
Q1 | $394K | Sell |
16,190
-3,998
| -20% | -$96.3K | 0.14% | 98 |
|
|
2020
Q4 | $414K | Sell |
20,188
-22,612
| -53% | -$426K | 0.18% | 87 |
|
|
2020
Q3 | $747K | Sell |
42,800
-38,080
| -47% | -$824K | 0.38% | 57 |
|
|
2020
Q2 | $1.89M | Sell |
80,880
-22,484
| -22% | -$540K | 1.17% | 27 |
|
|
2020
Q1 | $2.52M | Sell |
103,364
-32,385
| -24% | -$1.05M | 2.27% | 15 |
|
|
2019
Q4 | $5.12M | Buy |
135,749
+7,278
| +6% | +$276K | 4.26% | 6 |
|
|
2019
Q3 | $4.88M | Buy |
128,471
+39,229
| +44% | +$1.5M | 4.52% | 5 |
|
|
2019
Q2 | $3.66M | Buy |
89,242
+7,397
| +9% | +$310K | 3.59% | 8 |
|
|
2019
Q1 | $3.52M | Buy |
81,845
+6,189
| +8% | +$254K | 3.63% | 8 |
|
|
2018
Q4 | $2.78M | Buy |
+75,656
| New | +$3.02M | 3.4% | 9 |
|
Other funds holding BP
Xcel Wealth Management's BP Position: Q1 2026 in Review
Xcel Wealth Management sold out of BP (BP) in Q1 2026, closing a stake of 9,531 shares — an estimated $331K sold.
Xcel Wealth Management first reported a position in BP in Q4 2018 and held it in 29 quarters. The position peaked at $5.12M in Q4 2019. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.
- Xcel Wealth Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
- Xcel Wealth Management sold 9,531 BP shares in Q1 2026, an estimated $331K.
- Xcel Wealth Management first reported a position in BP in Q4 2018 and held it in 29 quarters.
- Xcel Wealth Management's BP position peaked at $5.12M in Q4 2019.
- 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.
Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.