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Capital Investment Advisors’s BP BP Stock Holding History

Capital Investment Advisors’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 		$544K Buy
14,730
+1,906
+15% +$83.6K 0.01% 499
2026
Q1 		$603K Buy
12,824
+819
+7% +$32.1K 0.01% 442
2025
Q4 		$417K Sell
12,005
-326
-3% -$11.4K 0.01% 517
2025
Q3 		$425K Buy
12,331
+200
+2% +$6.7K 0.01% 507
2025
Q2 		$363K Sell
12,131
-66
-0.5% -$1.94K 0.01% 514
2025
Q1 		$412K Buy
12,197
+288
+2% +$9.4K 0.01% 468
2024
Q4 		$352K Sell
11,909
-848
-7% -$25.5K 0.01% 484
2024
Q3 		$400K Sell
12,757
-910
-7% -$30.8K 0.01% 455
2024
Q2 		$493K Buy
13,667
+181
+1% +$6.78K 0.01% 401
2024
Q1 		$508K Sell
13,486
-219
-2% -$7.85K 0.01% 390
2023
Q4 		$485K Sell
13,705
-435
-3% -$15.9K 0.01% 386
2023
Q3 		$547K Buy
14,140
+3,528
+33% +$131K 0.02% 340
2023
Q2 		$374K Buy
10,612
+2,267
+27% +$83.9K 0.01% 388
2023
Q1 		$317K Buy
8,345
+226
+3% +$8.44K 0.01% 433
2022
Q4 		$284K Buy
+8,119
New +$270K 0.01% 458
2022
Q3 		– Sell
-7,074
Closed -$201K – 550
2022
Q2 		$201K Buy
+7,074
New +$217K 0.01% 522
2020
Q4 		– Sell
-13,326
Closed -$233K – 535
2020
Q3 		$233K Sell
13,326
-64
-0.5% -$1.39K 0.01% 439
2020
Q2 		$312K Buy
13,390
+3,241
+32% +$77.8K 0.02% 379
2020
Q1 		$248K Buy
10,149
+1,056
+12% +$34.1K 0.02% 378
2019
Q4 		$343K Buy
9,093
+674
+8% +$25.6K 0.02% 383
2019
Q3 		$320K Buy
8,419
+2,469
+41% +$94.2K 0.02% 378
2019
Q2 		$244K Buy
5,950
+163
+3% +$6.84K 0.01% 425
2019
Q1 		$249K Sell
5,787
-742
-11% -$30.4K 0.01% 419
2018
Q4 		$240K Buy
6,529
+1,533
+31% +$61.2K 0.02% 404
2018
Q3 		$220K Sell
4,996
-363
-7% -$15.2K 0.01% 445
2018
Q2 		$230K Buy
+5,359
New +$225K 0.01% 427

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Capital Investment Advisors increased its BP (BP) stake by 15% in Q2 2026, buying an estimated $83.6K and bringing the position to 14,730 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #499.

Capital Investment Advisors first reported a position in BP in Q2 2018 and has held it in 26 quarters since. The position peaked at $603K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Capital Investment Advisors held 14,730 shares of BP worth $544K as of Q2 2026.
  • Capital Investment Advisors bought 1,906 BP shares in Q2 2026, an estimated $83.6K.
  • BP made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #499 holding.
  • Capital Investment Advisors first reported a position in BP in Q2 2018 and has held it in 26 quarters since.
  • Capital Investment Advisors's BP position peaked at $603K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.