13F Filings History of Stamos Capital Partners, L.P.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$622,307,086
Signature - Title
Neil Casey - Chief Compliance Officer
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by Stamos Capital Partners, L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stamos Capital Partners, L.P. reported 136 stock holdings with total value $622,307,086 as of Q4 2025. Top holdings included AGG, MRK, VTEB, XOM, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 136 $622,307,086 +$118,993,656 -$40,210,313 +$78,783,343 AGG, MRK, VTEB, XOM, GOOGL 13F-HR 12 Feb 2026, 09:12
Q3 2025 142 $530,064,985 +$82,176,071 -$151,920,419 -$69,744,348 AGG, VTEB, MRK, GOOGL, XOM 13F-HR 13 Nov 2025, 13:53
Q2 2025 138 $557,486,482 +$179,344,827 -$23,919,605 +$155,425,222 AGG, MRK, XOM, UNH, CVX 13F-HR 14 Aug 2025, 09:55
Q1 2025 140 $382,306,743 +$41,876,276 -$98,758,368 -$56,882,092 AGG, MRK, SHEL, XOM, CVX 13F-HR 14 May 2025, 16:11
Q4 2024 126 $426,124,648 +$76,557,236 -$61,964,044 +$14,593,192 AGG, BP, SHEL, XOM, CVX 13F-HR 13 Feb 2025, 14:42
Q3 2024 127 $424,945,843 +$43,821,444 -$109,271,183 -$65,449,739 AGG, CVX, BP, XOM, SHEL 13F-HR 13 Nov 2024, 15:34
Q2 2024 137 $471,330,590 +$58,581,013 -$22,677,429 +$35,903,584 AGG, SHEL, XOM, BP, CVX 13F-HR 13 Aug 2024, 14:57
Q1 2024 123 $440,528,002 +$82,902,094 -$34,675,251 +$48,226,843 AGG, XOM, CVX, SHEL, BP 13F-HR 14 May 2024, 16:14
Q4 2023 121 $368,549,906 +$47,761,411 -$164,484,728 -$116,723,317 AGG, SHEL, BP, CVX, XOM 13F-HR 13 Feb 2024, 15:34
Q3 2023 109 $448,893,062 +$77,058,567 -$45,628,131 +$31,430,436 AGG, T, CVX, BAC, JPM 13F-HR 13 Nov 2023, 11:09
Q2 2023 106 $427,536,377 +$74,949,613 -$45,920,575 +$29,029,038 AGG, BAC, JPM, CVX, SHEL 13F-HR 11 Aug 2023, 09:54
Q1 2023 103 $387,603,080 +$103,988,886 -$43,646,354 +$60,342,532 AGG, JPM, BAC, CVX, XOM 13F-HR 12 May 2023, 11:16
Q4 2022 125 $315,198,204 +$82,760,528 -$206,979,199 -$124,218,671 AGG, CVX, XOM, JPM, SHEL 13F-HR 13 Feb 2023, 11:17
Q3 2022 183 $393,232,000 +$172,911,267 -$79,502,194 +$93,409,073 CVX, SHEL, T, XOM, BP 13F-HR 10 Nov 2022, 19:13
Q2 2022 116 $330,668,000 +$87,803,584 -$10,699,189 +$77,104,395 T, VZ, BP, BCS, CVX 13F-HR 12 Aug 2022, 10:36
Q1 2022 87 $299,580,000 +$130,167,556 -$49,554,137 +$80,613,419 T, VZ, BP, CVX, INTC 13F-HR 13 May 2022, 12:46
Q4 2021 52 $215,548,000 +$59,466,030 -$32,787,763 +$26,678,267 AGG, T, VZ, XLE, BAC 13F-HR 14 Feb 2022, 09:19
Q3 2021 43 $178,798,000 +$10,598,745 -$20,669,587 -$10,070,842 AGG, XLE, JPM, RDSB, BAC 13F-HR 12 Nov 2021, 09:27
Q2 2021 45 $189,726,000 +$6,885,150 -$27,136,328 -$20,251,178 AGG, T, CVX, JPM, BAC 13F-HR 13 Aug 2021, 09:21
Q1 2021 47 $198,099,000 +$4,275,000 -$61,193,406 -$56,918,406 AGG, XLE, JPM, CVX, T 13F-HR 14 May 2021, 11:14
Q4 2020 53 $234,474,000 +$39,276,181 -$126,446,303 -$87,170,122 AGG, T, JPM, CVX, XLE 13F-HR 12 Feb 2021, 16:07
Q3 2020 68 $269,129,000 +$134,263,221 -$38,156,811 +$96,106,410 AGG, BA, JPM, CVX, T 13F-HR 16 Nov 2020, 16:05
Q2 2020 53 $174,622,000 +$87,569,645 -$126,776,510 -$39,206,865 AGG, SPY, MSFT, CVX, XOM 13F-HR 14 Aug 2020, 17:09
Q1 2020 80 $189,911,000 +$141,829,096 -$55,566,000 +$86,263,096 BA, AAPL, JPM, MSFT, T 13F-HR 15 May 2020, 16:11
Q4 2019 52 $123,935,000 +$29,894,036 -$25,984,176 +$3,909,860 AGG, AAPL, M, F, T 13F-HR 14 Feb 2020, 16:12
Q3 2019 42 $112,474,000 +$27,957,293 -$16,088,663 +$11,868,630 AGG, M, JWN, AAPL, T 13F-HR 14 Nov 2019, 16:01
Q2 2019 53 $99,966,000 +$54,819,908 -$37,209,514 +$17,610,394 AGG, T, AAPL, BOND, TOTL 13F-HR 14 Aug 2019, 06:10
Q1 2019 76 $78,008,000 +$2,712,053 -$73,042,881 -$70,330,828 AAPL, BA, MSFT, XBI, MA 13F-HR 10 May 2019, 13:21
Q4 2018 87 $132,614,000 $0 $0 $0 XOP, AAPL, JPM, MSFT, AMZN 13F-HR 14 Feb 2019, 07:13