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BP shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in BP

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BP by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $400k 12k 34.73
2018-03-31 $418k 10k 40.51
2017-12-31 $426k 10k 42.02
2017-09-30 $386k 10k 38.45
2017-06-30 $369k 11k 34.67
2017-03-31 $372k 11k 34.56

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding BP

Fisher Investments
State Street Corporation
Dimensional Fund Advisors
Citadel Advisors
BlackRock
Acadian Asset Management
Goldman Sachs Group
Royal Bank of Canada
Norges Bank Investment Management
Arrowstreet Capital, Limited Partnership
Healthcare Of Ontario Pension Plan Trust Fund
Nomura Holdings
National Bank Of Canada /fi/
Long Focus Capital Management
Millennium Management

View all funds holding BP