Cape Investment Advisory’s BP BP Stock Holding History

Cape Investment Advisory’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	$284K	Buy	7,678 +570	+8%	+$25K	0.08%	188
2026 Q1	$334K	Buy	7,108 +2,092	+42%	+$82K	0.11%	161
2025 Q4	$174K	Buy	5,016 +3,546	+241%	+$124K	0.05%	223
2025 Q3	$50.7K	Sell	1,470 -2,918	-66%	-$97.7K	0.05%	221
2025 Q2	$131K	Buy	4,388 +49	+1%	+$1.44K	0.05%	229
2025 Q1	$147K	Buy	4,339 +394	+10%	+$12.9K	0.06%	208
2024 Q4	$117K	Sell	3,945 -3,812	-49%	-$115K	0.05%	225
2024 Q3	$243K	Hold	7,757	–	–	0.1%	152
2024 Q2	$280K	Buy	7,757 +364	+5%	+$13.6K	0.13%	120
2024 Q1	$279K	Buy	7,393 +3,144	+74%	+$113K	0.13%	120
2023 Q4	$150K	Buy	4,249 +50	+1%	+$1.83K	0.07%	176
2023 Q3	$163K	Sell	4,199 -450	-10%	-$16.7K	0.09%	151
2023 Q2	$164K	Buy	4,649 +22	+0.5%	+$814	0.09%	149
2023 Q1	$176K	Buy	+4,627	New	+$173K	0.11%	135

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cape Investment Advisory's BP Position: Q2 2026 in Review

Cape Investment Advisory increased its BP (BP) stake by 8% in Q2 2026, buying an estimated $25K and bringing the position to 7,678 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #188.

Cape Investment Advisory first reported a position in BP in Q1 2023 and has held it in 14 quarters since. The position peaked at $334K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Cape Investment Advisory held 7,678 shares of BP worth $284K as of Q2 2026.
Cape Investment Advisory bought 570 BP shares in Q2 2026, an estimated $25K.
BP made up 0.08% of Cape Investment Advisory's portfolio in Q2 2026, its #188 holding.
Cape Investment Advisory first reported a position in BP in Q1 2023 and has held it in 14 quarters since.
Cape Investment Advisory's BP position peaked at $334K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.