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BP Prudhoe Bay Royalty Trust shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of BP Prudhoe Bay Royalty Trust (BPT) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in BP Prudhoe Bay Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including BP Prudhoe Bay Royalty Trust held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP Prudhoe Bay Royalty Trust by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $40 16 2.50
2024-03-31 $39 16 2.44
2023-12-31 $40 16 2.50
2023-09-30 $114 16 7.13
2023-06-30 $73 16 4.56
2023-03-31 $122 16 7.63

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Top funds holding BP Prudhoe Bay Royalty Trust

Creative Planning
Two Sigma Investments
Invesco
Hunting Hill Global Capital
Freestone Capital Holdings
Wedbush Morgan Securities
Morgan Stanley
Citadel Advisors
Welch Group
Intl Fcstone
Yale Capital Corp.
Jpmorgan Chase & Co
Narwhal Capital Management
Cetera Investment Advisers
Fidelity D & D Bancorp

View all funds holding BP Prudhoe Bay Royalty Trust