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Capital Analysts LLC’s BP BP Stock Holding History

Capital Analysts LLC’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
Q1 		$532K Sell
11,313
-73
-0.6% -$2.86K 0.01% 442
2025
Q4 		$395K Buy
11,386
+86
+0.8% +$3.02K 0.01% 469
2025
Q3 		$389K Buy
11,300
+357
+3% +$12K 0.01% 463
2025
Q2 		$327K Buy
10,943
+16
+0.1% +$469 0.01% 450
2025
Q1 		$370K Sell
10,927
-1,120
-9% -$36.6K 0.01% 416
2024
Q4 		$356K Buy
12,047
+457
+4% +$13.7K 0.01% 380
2024
Q3 		$364K Buy
11,590
+707
+6% +$23.9K 0.01% 370
2024
Q2 		$393K Buy
10,883
+1,146
+12% +$42.9K 0.02% 363
2024
Q1 		$367K Buy
9,737
+22
+0.2% +$789 0.02% 357
2023
Q4 		$344K Buy
9,715
+91
+0.9% +$3.33K 0.02% 358
2023
Q3 		$373K Buy
9,624
+1,334
+16% +$49.5K 0.02% 333
2023
Q2 		$292K Sell
8,290
-116
-1% -$4.29K 0.02% 342
2023
Q1 		$319K Sell
8,406
-234
-3% -$8.74K 0.02% 335
2022
Q4 		$302K Buy
8,640
+655
+8% +$21.8K 0.02% 354
2022
Q3 		$228K Buy
7,985
+2
+0% +$60 0.02% 339
2022
Q2 		$227K Sell
7,983
-215
-3% -$6.59K 0.02% 332
2022
Q1 		$242K Sell
8,198
-894
-10% -$27.3K 0.02% 323
2021
Q4 		$243K Buy
9,092
+1,896
+26% +$52.6K 0.01% 322
2021
Q3 		$197K Buy
7,196
+752
+12% +$18.8K 0.01% 340
2021
Q2 		$170K Sell
6,444
-1,549
-19% -$40.6K 0.01% 358
2021
Q1 		$195K Buy
7,993
+1,068
+15% +$25.7K 0.01% 340
2020
Q4 		$142K Buy
6,925
+217
+3% +$4.09K 0.01% 273
2020
Q3 		$117K Buy
6,708
+3,246
+94% +$70.3K 0.01% 292
2020
Q2 		$81K Hold
3,462
– – 0.01% 298
2020
Q1 		$84K Buy
3,462
+117
+3% +$3.78K 0.01% 272
2019
Q4 		$126K Sell
3,345
-110
-3% -$4.18K 0.01% 273
2019
Q3 		$131K Sell
3,455
-58
-2% -$2.21K 0.01% 255
2019
Q2 		$144K Buy
3,513
+193
+6% +$8.1K 0.02% 241
2019
Q1 		$142K Sell
3,320
-49
-1% -$2.01K 0.02% 235
2018
Q4 		$124K Buy
3,369
+211
+7% +$8.42K 0.02% 227
2018
Q3 		$139K Sell
3,158
-315
-9% -$13.2K 0.02% 215
2018
Q2 		$149K Sell
3,473
-45
-1% -$1.89K 0.02% 211
2018
Q1 		$133K Buy
3,518
+47
+1% +$1.77K 0.02% 211
2017
Q4 		$134K Sell
3,471
-665
-16% -$24.1K 0.02% 210
2017
Q3 		$143K Sell
4,136
-71
-2% -$2.26K 0.02% 206
2017
Q2 		$129K Buy
+4,207
New +$131K 0.02% 214
2016
Q3 		– Sell
-2,953
Closed -$88.2K – 403
2016
Q2 		$88.2K Buy
2,953
+141
+5% +$3.8K 0.02% 216
2016
Q1 		$71.4K Buy
2,812
+334
+13% +$8.43K 0.01% 240
2015
Q4 		$65.2K Sell
2,478
-2,217
-47% -$63.1K 0.01% 255
2015
Q3 		$121K Buy
4,695
+3,043
+184% +$89.2K 0.02% 214
2015
Q2 		$55.6K Buy
1,652
+67
+4% +$2.35K 0.01% 269
2015
Q1 		$51.4K Buy
1,585
+681
+75% +$22.3K 0.01% 277
2014
Q4 		$28.6K Buy
904
+476
+111% +$16K 0.01% 315
2014
Q3 		$15.4K Hold
428
– – ﹤0.01% 325
2014
Q2 		$18.5K Hold
428
– – ﹤0.01% 313
2014
Q1 		$16.8K Buy
+428
New +$16.9K ﹤0.01% 291

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Analysts LLC's BP Position: Q1 2026 in Review

Capital Analysts LLC reduced its BP (BP) stake by 0.64% in Q1 2026, selling an estimated $2.86K and leaving 11,313 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #442.

Capital Analysts LLC first reported a position in BP in Q1 2014 and has held it in 46 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Capital Analysts LLC held 11,313 shares of BP worth $532K as of Q1 2026.
  • Capital Analysts LLC sold 73 BP shares in Q1 2026, an estimated $2.86K.
  • BP made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #442 holding.
  • Capital Analysts LLC first reported a position in BP in Q1 2014 and has held it in 46 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.