BP shares owned by Encompass Wealth Advisors
Historical chart of Encompass Wealth Advisors investment in BP
Tip: Access up to 7 years of quarterly data
All positions including BP held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in BP by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 7.3k | 34.46 |
| 2025-06-30 | $217k | 7.2k | 29.93 |
| 2025-03-31 | $244k | 7.2k | 33.79 |
| 2024-12-31 | $213k | 7.2k | 29.56 |
| 2024-09-30 | $226k | 7.2k | 31.39 |
| 2024-06-30 | $259k | 7.2k | 36.10 |
| 2024-03-31 | $270k | 7.2k | 37.68 |
| 2023-09-30 | $362k | 9.4k | 38.72 |
| 2023-06-30 | $388k | 11k | 35.29 |
| 2023-03-31 | $367k | 9.7k | 37.94 |
| 2022-12-31 | $393k | 11k | 34.93 |
| 2022-09-30 | $321k | 11k | 28.53 |
| 2022-06-30 | $318k | 11k | 28.32 |
| 2022-03-31 | $344k | 12k | 29.37 |
| 2021-12-31 | $311k | 12k | 26.59 |
| 2021-09-30 | $316k | 12k | 27.30 |
| 2021-06-30 | $305k | 12k | 26.40 |
| 2021-03-31 | $293k | 11k | 25.84 |
| 2020-12-31 | $217k | 11k | 20.53 |