CIAS
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Capital Investment Advisory Services’s BP BP Stock Holding History

Capital Investment Advisory Services’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 		$1.06M Sell
28,708
-24,927
-46% -$1.09M 0.07% 295
2026
Q1 		$2.52M Sell
53,635
-2,824
-5% -$111K 0.18% 121
2025
Q4 		$1.96M Buy
56,459
+1,060
+2% +$37.2K 0.14% 156
2025
Q3 		$1.91M Sell
55,399
-849
-2% -$28.4K 0.15% 155
2025
Q2 		$1.68M Buy
56,248
+8,834
+19% +$259K 0.14% 160
2025
Q1 		$1.6M Buy
47,414
+25,738
+119% +$840K 0.14% 157
2024
Q4 		$641K Sell
21,676
-2,134
-9% -$64.1K 0.06% 248
2024
Q3 		$747K Sell
23,810
-164
-0.7% -$5.55K 0.07% 235
2024
Q2 		$865K Sell
23,974
-15
-0.1% -$562 0.09% 209
2024
Q1 		$904K Sell
23,989
-1,468
-6% -$52.6K 0.1% 204
2023
Q4 		$901K Sell
25,457
-659
-3% -$24.1K 0.08% 203
2023
Q3 		$1.01M Buy
26,116
+668
+3% +$24.8K 0.1% 175
2023
Q2 		$898K Sell
25,448
-1,324
-5% -$49K 0.09% 188
2023
Q1 		$1.02M Sell
26,772
-2,258
-8% -$84.4K 0.12% 159
2022
Q4 		$1.01M Buy
29,030
+1,011
+4% +$33.6K 0.12% 161
2022
Q3 		$800K Sell
28,019
-821
-3% -$24.4K 0.1% 172
2022
Q2 		$818K Buy
28,840
+437
+2% +$13.4K 0.1% 177
2022
Q1 		$835K Buy
28,403
+2,797
+11% +$85.3K 0.09% 200
2021
Q4 		$682K Buy
25,606
+336
+1% +$9.32K 0.08% 223
2021
Q3 		$691K Buy
25,270
+1,210
+5% +$30.3K 0.09% 210
2021
Q2 		$636K Sell
24,060
-149
-0.6% -$3.91K 0.08% 241
2021
Q1 		$589K Sell
24,209
-726
-3% -$17.5K 0.08% 221
2020
Q4 		$512K Sell
24,935
-1,059
-4% -$20K 0.08% 247
2020
Q3 		$454K Sell
25,994
-2,907
-10% -$62.9K 0.09% 214
2020
Q2 		$674K Buy
28,901
+2,359
+9% +$56.6K 0.14% 142
2020
Q1 		$647K Buy
26,542
+6,060
+30% +$196K 0.16% 128
2019
Q4 		$773K Sell
20,482
-426
-2% -$16.2K 0.21% 103
2019
Q3 		$794K Sell
20,908
-150
-0.7% -$5.72K 0.22% 90
2019
Q2 		$815K Buy
21,058
+1,956
+10% +$82.1K 0.25% 85
2019
Q1 		$821K Sell
19,102
-1,285
-6% -$52.7K 0.31% 61
2018
Q4 		$749K Sell
20,387
-1,889
-8% -$75.4K 0.32% 61
2018
Q3 		$980K Buy
22,276
+1,523
+7% +$63.7K 0.46% 53
2018
Q2 		$892K Sell
20,753
-230
-1% -$9.66K 0.45% 56
2018
Q1 		$790K Sell
20,983
-156
-0.7% -$5.88K 0.44% 56
2017
Q4 		$813K Buy
21,139
+3,863
+22% +$140K 0.48% 47
2017
Q3 		$599K Buy
17,276
+2,821
+20% +$89.6K 0.37% 65
2017
Q2 		$444K Buy
14,455
+2,398
+20% +$74.6K 0.29% 84
2017
Q1 		$363K Buy
12,057
+2,910
+32% +$88.5K 0.27% 93
2016
Q4 		$293K Buy
+9,147
New +$275K 0.25% 98

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

Capital Investment Advisory Services reduced its BP (BP) stake by 46% in Q2 2026, selling an estimated $1.09M and leaving 28,708 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #295.

Capital Investment Advisory Services first reported a position in BP in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.52M in Q1 2026. 312 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Capital Investment Advisory Services held 28,708 shares of BP worth $1.06M as of Q2 2026.
  • Capital Investment Advisory Services sold 24,927 BP shares in Q2 2026, an estimated $1.09M.
  • BP made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #295 holding.
  • Capital Investment Advisory Services first reported a position in BP in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's BP position peaked at $2.52M in Q1 2026.
  • 312 funds tracked by Wall St. Rank held BP as of Q2 2026.

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