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Capital Advisors Inc’s BP BP Stock Holding History

Capital Advisors Inc’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
2021
Q2 		– Sell
-2,000
Closed -$11K – 239
2021
Q1 		$11K Buy
+2,000
New +$48.2K ﹤0.01% 231

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

Capital Advisors Inc's BP Position: Q2 2026 in Review

Capital Advisors Inc reduced its BP (BP) stake by 2.2% in Q2 2026, selling an estimated $16.4K and leaving 16,404 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #214.

Capital Advisors Inc first reported a position in BP in Q2 2013 and has held it in 51 quarters since. The position peaked at $36.5M in Q4 2019. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Capital Advisors Inc held 16,404 shares of BP worth $606K as of Q2 2026.
  • Capital Advisors Inc sold 374 BP shares in Q2 2026, an estimated $16.4K.
  • BP made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #214 holding.
  • Capital Advisors Inc first reported a position in BP in Q2 2013 and has held it in 51 quarters since.
  • Capital Advisors Inc's BP position peaked at $36.5M in Q4 2019.
  • 342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.