Capital Performance Advisors »

BP shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of BP (BP) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BP by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 4.6k 47.00
2024-09-30 $63k 2.0k 31.39

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding BP

Fisher Investments
State Street Corporation
Dimensional Fund Advisors
Acadian Asset Management
Capital World Investors
Caxton Associates
Citadel Advisors
Goldman Sachs Group
BlackRock
Millennium Management
Bnp Paribas Arbitrage, Snc
Point72 Asset Management
Arrowstreet Capital, Limited Partnership
Healthcare Of Ontario Pension Plan Trust Fund
GQG Partners

View all funds holding BP