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Valeo Financial Advisors, LLC: BP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on BP, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 25,898 BP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,898 shares
    Change vs previous 13F +1,454 shares

    0.02% of the 13F portfolio, value $1,139,240.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,444 shares
    Change vs previous 13F -463 shares

    0.02% of the 13F portfolio, value $903,221.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 24,907 shares
    Change vs previous 13F -4,920 shares

    0.03% of the 13F portfolio, value $1,170,627.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 29,827 shares
    Change vs previous 13F +1,316 shares

    0.02% of the 13F portfolio, value $1,035,894.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 28,511 shares
    Change vs previous 13F -2,133 shares

    0.02% of the 13F portfolio, value $982,503.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 30,644 shares
    Change vs previous 13F -1,140 shares

    0.02% of the 13F portfolio, value $917,188.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 31,784 shares
    Change vs previous 13F -7,461 shares

    0.03% of the 13F portfolio, value $1,073,988.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 39,245 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,160,094.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).