SPX Gestao de Recursos Ltda BP — BP AMOCO PLC ADR

Ownership history in SPX Gestao de Recursos Ltda  ·  16 quarters on record

AI Ownership Summary

SPX Gestao de Recursos Ltda reported BP AMOCO PLC ADR (BP) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.34% in 2024 Q4. The latest visible filing shows BP at 1.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPX Gestao de Recursos Ltda's position in BP AMOCO PLC ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BP was reported at 1.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.34% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BP stock page SPX Gestao de Recursos Ltda fund profile SPX Gestao de Recursos Ltda full holdings
How SPX Gestao de Recursos Ltda held BP — position size vs. price
% of Fund (quarterly)    BP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25.6% +37.1% ❌ 523,230 -180,079 -25.6% 1.86% $18.2M 2026-02-14 (Est.) $37.18
2025 Q3 ADDED — — — 703,309 +246,196 +53.9% 2.01% $24.2M 2025-11-12 $35.89
2025 Q2 ADDED — — — 457,113 +292,763 +178.1% 1.28% $13.7M 2025-08-12 $32.70
2025 Q1 REDUCED 78.2% -10.0% ✅ 164,350 -588,374 -78.2% 0.72% $5.6M 2025-05-14 $28.67
2024 Q4 ADDED — — — 752,724 +540,752 +255.1% 3.34% $22.3M 2025-02-07 $30.05
2024 Q3 REDUCED 56.3% -5.8% ✅ 211,972 -273,263 -56.3% 0.88% $6.7M 2024-12-12 $28.08
2024 Q2 ADDED — — — 485,235 +169,597 +53.7% 2.61% $17.5M 2024-08-26 $31.52
2023 Q4 REDUCED 22.5% +8.5% ❌ 315,638 -91,812 -22.5% 0.86% $11.2M 2024-02-12 $32.13
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BP

As of 2026 Q1 — sorted by position size

Dupree Financial Group, LLC 5.65% Mondrian Investment Partners LTD 3Y 7Y 3.23% LAZARI CAPITAL MANAGEMENT, INC. 3.05% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.86% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 1.66% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 1.6% Wallington Asset Management, LLC 3Y 7Y 1.59% Carolina Wealth Advisors, LLC 3Y 1.56% Insight Inv LLC 3Y 1.36% Generate Investment Management Ltd 1.3%

FAQ About SPX Gestao de Recursos Ltda and BP

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPX Gestao de Recursos Ltda reported owning BP?

SPX Gestao de Recursos Ltda reported BP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BP position in SPX Gestao de Recursos Ltda's portfolio?

The largest reported portfolio weight for BP was 3.34% in 2024 Q4.

What is the latest reported BP position on this page?

The most recent filing on this page is 2025 Q4, when SPX Gestao de Recursos Ltda reported 523,230 shares, equal to 1.86% of portfolio, with an estimated market value of $18.2M.

What does the chart on this BP ownership page compare?

The chart compares SPX Gestao de Recursos Ltda's quarterly BP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPX Gestao de Recursos Ltda time their BP position?

Based on 13F filing dates vs. subsequent BP price moves, SPX Gestao de Recursos Ltda correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on BP relative to SPY over the holding period was -18.4%.

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