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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

BP holding history

BP PLC in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BP overviewAll 13F holders of BPFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2023
Holdings of BP by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−15,007−100.0%Sold outHolders
Q2 202515,007$449.2K<0.1%−835−5.3%ReducedHolders
Q1 202515,842$535.3K<0.1%−559−3.4%ReducedHolders
Q4 202416,401$484.8K<0.1%−908−5.2%ReducedHolders
Q3 202417,309$543.3K<0.1%−17−0.1%ReducedHolders
Q2 202417,326$625.5K<0.1%+182+1.1%AddedHolders
Q1 202417,144$646.0K<0.1%+2,080+13.8%AddedHolders
Q4 202315,064$533.3K<0.1%+3,246+27.5%AddedHolders
Q3 202311,818$457.6K<0.1%+142+1.2%AddedHolders
Q2 202311,676$412.0K<0.1%+10,989+1,599.6%AddedHolders
Q1 2023687$26.1K<0.1%+687NewHolders