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Stamos Capital Partners’s BP BP Stock Holding History

Stamos Capital Partners’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
Q1 		$5.19M Sell
110,421
-145,009
-57% -$5.68M 0.81% 36
2025
Q4 		$8.87M Sell
255,430
-27,955
-10% -$981K 1.43% 11
2025
Q3 		$9.77M Sell
283,385
-195,249
-41% -$6.54M 1.84% 9
2025
Q2 		$14.3M Buy
478,634
+233,048
+95% +$6.84M 2.57% 6
2025
Q1 		$8.3M Sell
245,586
-185,564
-43% -$6.06M 2.17% 6
2024
Q4 		$12.7M Buy
431,150
+31,430
+8% +$944K 2.99% 2
2024
Q3 		$12.5M Buy
399,720
+82,870
+26% +$2.8M 2.95% 3
2024
Q2 		$11.4M Buy
316,850
+16,630
+6% +$623K 2.43% 4
2024
Q1 		$11.3M Sell
300,220
-21,200
-7% -$760K 2.57% 5
2023
Q4 		$11.4M Buy
321,420
+60,410
+23% +$2.21M 3.09% 3
2023
Q3 		$10.1M Sell
261,010
-19,570
-7% -$726K 2.25% 6
2023
Q2 		$9.9M Buy
280,580
+40,660
+17% +$1.5M 2.32% 7
2023
Q1 		$9.1M Buy
239,920
+18,280
+8% +$683K 2.35% 6
2022
Q4 		$7.74M Sell
221,640
-177,740
-45% -$5.91M 2.45% 6
2022
Q3 		$11.4M Buy
399,380
+5,980
+2% +$178K 2.9% 5
2022
Q2 		$11.2M Hold
393,400
– – 3.37% 3
2022
Q1 		$11.6M Buy
393,400
+130,000
+49% +$3.96M 3.86% 3
2021
Q4 		$7.01M Buy
263,400
+34,420
+15% +$955K 3.25% 7
2021
Q3 		$6.26M Hold
228,980
– – 3.5% 8
2021
Q2 		$6.05M Sell
228,980
-37,420
-14% -$981K 3.19% 9
2021
Q1 		$6.49M Sell
266,400
-18,000
-6% -$433K 3.27% 9
2020
Q4 		$5.84M Sell
284,400
-120,600
-30% -$2.27M 2.49% 11
2020
Q3 		$7.07M Buy
+405,000
New +$8.77M 2.63% 8
2020
Q2 		– Sell
-209,205
Closed -$5.1M – 63
2020
Q1 		$5.1M Buy
209,205
+182,705
+689% +$5.91M 2.69% 11
2019
Q4 		$1M Buy
26,500
+8,000
+43% +$304K 0.81% 30
2019
Q3 		$703K Buy
18,500
+6,603
+56% +$252K 0.63% 32
2019
Q2 		$492K Sell
11,897
-12,827
-52% -$538K 0.49% 39
2019
Q1 		$1.03M Sell
24,724
-44,405
-64% -$1.82M 1.33% 26
2018
Q4 		$2.54M Buy
+69,129
New +$2.76M 1.92% 20

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stamos Capital Partners's BP Position: Q1 2026 in Review

Stamos Capital Partners reduced its BP (BP) stake by 57% in Q1 2026, selling an estimated $5.68M and leaving 110,421 shares worth $5.19M. The position accounts for 0.81% of the portfolio, ranked #36.

Stamos Capital Partners first reported a position in BP in Q4 2018 and has held it in 29 quarters since. The position peaked at $14.3M in Q2 2025. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Stamos Capital Partners held 110,421 shares of BP worth $5.19M as of Q1 2026.
  • Stamos Capital Partners sold 145,009 BP shares in Q1 2026, an estimated $5.68M.
  • BP made up 0.81% of Stamos Capital Partners's portfolio in Q1 2026, its #36 holding.
  • Stamos Capital Partners first reported a position in BP in Q4 2018 and has held it in 29 quarters since.
  • Stamos Capital Partners's BP position peaked at $14.3M in Q2 2025.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.