CPL
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Capital & Planning LLC’s BP BP Stock Holding History

Capital & Planning 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
Q2 		– Sell
-400
Closed -$18.8K – 57
2026
Q1 		$18.8K Buy
+400
New +$15.7K 0.01% 81
2025
Q1 		– Sell
-437
Closed -$12.9K – 49
2024
Q4 		$12.9K Buy
+437
New +$13.1K 0.01% 86

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 & Planning LLC's BP Position: Q2 2026 in Review

Capital & Planning LLC sold out of BP (BP) in Q2 2026, closing a stake of 400 shares — an estimated $18.8K sold.

Capital & Planning LLC first reported a position in BP in Q4 2024 and held it in 2 quarters. The position peaked at $18.8K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Capital & Planning LLC reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 400 BP shares in Q2 2026, an estimated $18.8K.
  • Capital & Planning LLC first reported a position in BP in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's BP position peaked at $18.8K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.