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Disclosery

Cape Investment Advisory, Inc.: BP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on BP, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 8,596 BP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,596 shares
    Change vs previous 13F +918 shares

    0.1% of the 13F portfolio, value $378,138.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,678 shares
    Change vs previous 13F +570 shares

    0.08% of the 13F portfolio, value $283,702.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,108 shares
    Change vs previous 13F +2,092 shares

    0.11% of the 13F portfolio, value $334,076.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,016 shares
    Change vs previous 13F +3,546 shares

    0.05% of the 13F portfolio, value $174,205.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,470 shares
    Change vs previous 13F -2,918 shares

    0.05% of the 13F portfolio, value $50,656.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,388 shares
    Change vs previous 13F +49 shares

    0.05% of the 13F portfolio, value $131,333.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,339 shares
    Change vs previous 13F +394 shares

    0.06% of the 13F portfolio, value $146,615.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,945 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $116,614.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).