BP shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of BP (BP) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in BP
Tip: Access up to 7 years of quarterly data
All positions including BP held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in BP by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 34k | 38.72 |
| 2023-06-30 | $1.5M | 42k | 35.29 |
| 2023-03-31 | $1.6M | 44k | 37.94 |
| 2022-12-31 | $552k | 16k | 34.93 |
| 2022-09-30 | $410k | 14k | 28.57 |
| 2022-06-30 | $369k | 13k | 28.35 |
| 2022-03-31 | $206k | 7.0k | 29.47 |
| 2021-06-30 | $257k | 9.7k | 26.38 |
| 2021-03-31 | $243k | 10k | 24.36 |
| 2019-12-31 | $215k | 5.9k | 36.16 |
| 2018-09-30 | $244k | 5.7k | 43.09 |
| 2018-06-30 | $248k | 5.4k | 45.71 |
| 2018-03-31 | $19k | 480 | 39.58 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors