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Chapin Davis’s BP BP Stock Holding History

Chapin Davis’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 		$297K Buy
6,742
+129
+2% +$5.54K 0.06% 190
2026
Q2 		$244K Sell
6,613
-383
-5% -$16.8K 0.04% 216
2026
Q1 		$329K Buy
6,996
+371
+6% +$14.5K 0.07% 191
2025
Q4 		$230K Sell
6,625
-112
-2% -$3.93K 0.05% 217
2025
Q3 		$232K Sell
6,737
-689
-9% -$23.1K 0.06% 215
2025
Q2 		$222K Buy
7,426
+210
+3% +$6.16K 0.06% 203
2025
Q1 		$244K Sell
7,216
-647
-8% -$21.1K 0.08% 181
2024
Q4 		$247K Hold
7,863
– – 0.08% 190
2024
Q3 		$247K Sell
7,863
-327
-4% -$11.1K 0.08% 191
2024
Q2 		$296K Sell
8,190
-882
-10% -$33K 0.1% 169
2024
Q1 		$342K Sell
9,072
-481
-5% -$17.2K 0.12% 158
2023
Q4 		$338K Sell
9,553
-1,422
-13% -$52.1K 0.14% 144
2023
Q3 		$425K Sell
10,975
-10
-0.1% -$371 0.2% 121
2023
Q2 		$388K Buy
10,985
+17
+0.2% +$629 0.18% 131
2023
Q1 		$416K Buy
10,968
+15
+0.1% +$560 0.22% 120
2022
Q4 		$383K Buy
+10,953
New +$364K 0.22% 115

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

Chapin Davis's BP Position: Q3 2026 in Review

Chapin Davis increased its BP (BP) stake by 2% in Q3 2026, buying an estimated $5.54K and bringing the position to 6,742 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #190.

Chapin Davis first reported a position in BP in Q4 2022 and has held it in 16 quarters since. The position peaked at $425K in Q3 2023. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Chapin Davis held 6,742 shares of BP worth $297K as of Q3 2026.
  • Chapin Davis bought 129 BP shares in Q3 2026, an estimated $5.54K.
  • BP made up 0.06% of Chapin Davis's portfolio in Q3 2026, its #190 holding.
  • Chapin Davis first reported a position in BP in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's BP position peaked at $425K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.