XPN
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XY Planning Network’s BP BP Stock Holding History

XY Planning Network’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
-4,620
Closed -$213K – 343
2026
Q1 		$213K Buy
+4,620
New +$181K 0.03% 268

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
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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

XY Planning Network's BP Position: Q2 2026 in Review

XY Planning Network sold out of BP (BP) in Q2 2026, closing a stake of 4,620 shares — an estimated $213K sold.

XY Planning Network first reported a position in BP in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • XY Planning Network reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • XY Planning Network sold 4,620 BP shares in Q2 2026, an estimated $213K.
  • XY Planning Network first reported a position in BP in Q1 2026 and held it in 1 quarter.
  • XY Planning Network's BP position peaked at $213K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.