Position in BP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$283,701
-$50,375 QoQ
Shares Held
7,678
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#693
of 1,163 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $4,962,281 across 9 Oil & Gas Integrated names. BP ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
18,937 | $3,138,997 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
8,554 | $1,169,502 | |
| 3 | SHEL |
Shell plc
|
3,893 | $301,863 | |
| 4 | BP |
Bp PLC
This page
|
7,678 | $283,701 | |
| 5 | SU |
Suncor Energy Inc
|
389 | $20,881 | |
| 6 | CVE |
Cenovus Energy Inc.
|
743 | $18,433 | |
| 7 | E |
Eni Spa
|
300 | $14,058 | |
| 8 | TTE |
TotalEnergies SE
|
97 | $7,542 |
All Filings in BP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,701 | 7,678 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $334,076 | 7,108 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $174,205 | 5,016 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $50,655 | 1,470 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $131,332 | 4,388 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $146,614 | 4,339 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $116,614 | 3,945 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $243,492 | 7,757 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $280,027 | 7,757 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $278,568 | 7,393 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $150,414 | 4,249 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $162,585 | 4,199 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $164,063 | 4,649 | Shares | Defined | 2023-10-12 | |
| 2023-03-31 | $175,548 | 4,627 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||