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CapWealth Advisors’s BP BP Stock Holding History

CapWealth 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
Q3 		$404K Buy
+9,191
New +$394K 0.03% 90
2016
Q4 		– Sell
-1,807
Closed -$53K – 114
2016
Q3 		$53K Sell
1,807
-475
-21% -$13.8K 0.01% 138
2016
Q2 		$68K Buy
2,282
+475
+26% +$12.8K 0.02% 126
2016
Q1 		$46K Hold
1,807
– – 0.01% 143
2015
Q4 		$48K Hold
1,807
– – 0.01% 122
2015
Q3 		$46K Sell
1,807
-3,238
-64% -$94.9K 0.01% 119
2015
Q2 		$170K Buy
5,045
+1,429
+40% +$50K 0.04% 81
2015
Q1 		$117K Sell
3,616
-46,184
-93% -$1.51M 0.03% 99
2014
Q4 		$1.57M Sell
49,800
-213
-0.4% -$7.16K 0.37% 53
2014
Q3 		$1.8M Buy
50,013
+2,077
+4% +$82.3K 0.41% 53
2014
Q2 		$2.07M Buy
47,936
+5,031
+12% +$208K 0.47% 51
2014
Q1 		$1.69M Sell
42,905
-2,085
-5% -$82.2K 0.45% 46
2013
Q4 		$1.79M Buy
44,990
+1,315
+3% +$49K 0.45% 49
2013
Q3 		$1.5M Buy
43,675
+1,387
+3% +$47.6K 0.42% 49
2013
Q2 		$1.44M Buy
+42,288
New +$1.47M 0.42% 52

Other funds holding BP

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CapWealth Advisors's BP Position: Q3 2026 in Review

CapWealth Advisors opened a new position in BP (BP) in Q3 2026: 9,191 shares worth $404K. The stake represents 0.03% of the portfolio and ranks #90 among its holdings. This is a return to the name: CapWealth Advisors previously reported a position in BP as recently as Q3 2016.

CapWealth Advisors first reported a position in BP in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.07M in Q2 2014. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • CapWealth Advisors held 9,191 shares of BP worth $404K as of Q3 2026.
  • BP was a new CapWealth Advisors position in Q3 2026.
  • BP made up 0.03% of CapWealth Advisors's portfolio in Q3 2026, its #90 holding.
  • CapWealth Advisors first reported a position in BP in Q2 2013 and has held it in 15 quarters since.
  • CapWealth Advisors's BP position peaked at $2.07M in Q2 2014.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.