BP shares owned by Encompass Wealth Advisors
Historical chart of Encompass Wealth Advisors investment in BP
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Quarterly reported holdings in BP by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $270k | 7.2k | 37.68 |
| 2023-09-30 | $362k | 9.4k | 38.72 |
| 2023-06-30 | $388k | 11k | 35.29 |
| 2023-03-31 | $367k | 9.7k | 37.94 |
| 2022-12-31 | $393k | 11k | 34.93 |
| 2022-09-30 | $321k | 11k | 28.53 |
| 2022-06-30 | $318k | 11k | 28.32 |
| 2022-03-31 | $344k | 12k | 29.37 |
| 2021-12-31 | $311k | 12k | 26.59 |
| 2021-09-30 | $316k | 12k | 27.30 |
| 2021-06-30 | $305k | 12k | 26.40 |
| 2021-03-31 | $293k | 11k | 25.84 |
| 2020-12-31 | $217k | 11k | 20.53 |