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Disclosery

CAPTRUST FINANCIAL ADVISORS: BP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on BP, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 240,716 BP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,716 shares
    Change vs previous 13F -13,906 shares

    0.01% of the 13F portfolio, value $8,894,464.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 254,622 shares
    Change vs previous 13F +112,898 shares

    0.02% of the 13F portfolio, value $11,967,250.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 141,724 shares
    Change vs previous 13F -5,100 shares

    0.01% of the 13F portfolio, value $4,922,060.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 146,824 shares
    Change vs previous 13F +8,016 shares

    0.01% of the 13F portfolio, value $5,059,571.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 138,808 shares
    Change vs previous 13F -12,103 shares

    0.01% of the 13F portfolio, value $4,154,529.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 150,911 shares
    Change vs previous 13F +1,341 shares

    0.01% of the 13F portfolio, value $5,099,269.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 149,570 shares
    Change vs previous 13F -291,403 shares

    0.01% of the 13F portfolio, value $4,421,291.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 440,973 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,842,154.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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