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Wellington Shields Capital Management, LLC: BP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on BP, newest first. How the timeline and the estimate are built.

Wellington Shields Capital Management, LLC held 20,958 BP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,958 shares
    Change vs previous 13F -111 shares

    0.06% of the 13F portfolio, value $774,399.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,450 shares
    • Wellington Shields & Co., LLC: 15,508 shares

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

  2. period ended2026-03-31
    13F 21,069 shares
    Change vs previous 13F -1,101 shares

    0.09% of the 13F portfolio, value $990,243.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,450 shares
    • Wellington Shields & Co., LLC: 15,619 shares

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

  3. period ended2025-12-31
    13F 22,170 shares
    Change vs previous 13F -1,399 shares

    0.07% of the 13F portfolio, value $769,980.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,551 shares
    • Wellington Shields & Co., LLC: 16,619 shares

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

  4. period ended2025-09-30
    13F 23,569 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $812,188.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 6,950 shares
    • Wellington Shields & Co., LLC: 16,619 shares

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

  5. period ended2025-06-30
    13F 23,969 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $717,393.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,350 shares
    • Wellington Shields & Co., LLC: 16,619 shares

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

  6. period ended2025-03-31
    13F 24,469 shares
    Change vs previous 13F -200 shares

    0.09% of the 13F portfolio, value $826,808.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,350 shares
    • Wellington Shields & Co., LLC: 17,119 shares

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

  7. period ended2024-12-31
    13F 24,669 shares
    Change vs previous 13F +1,100 shares

    0.08% of the 13F portfolio, value $729,216.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,550 shares
    • Wellington Shields & Co., LLC: 17,119 shares

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

  8. period ended2024-09-30
    13F 23,569 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $739,831.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,950 shares
    • Wellington Shields & Co., LLC: 17,619 shares

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