Stamos Capital Partners, L.P.

13F Filings History

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$471M
Signature - Title
Kim Tomsen - 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 137 stock holdings with total value $471M as of Q2 2024. Top holdings included AGG, SHEL, XOM, BP, and CVX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 137 $471M +$58.6M -$22.7M +$35.9M AGG, SHEL, XOM, BP, CVX 13F-HR 8/13/2024, 02:57 PM
Q1 2024 123 $441M +$82.9M -$34.7M +$48.2M AGG, XOM, CVX, SHEL, BP 13F-HR 5/14/2024, 04:14 PM
Q4 2023 121 $369M +$47.8M -$164M -$117M AGG, SHEL, BP, CVX, XOM 13F-HR 2/13/2024, 03:34 PM
Q3 2023 109 $449M +$77.1M -$45.6M +$31.4M AGG, T, CVX, BAC, JPM 13F-HR 11/13/2023, 11:09 AM
Q2 2023 106 $428M +$74.9M -$45.9M +$29M AGG, BAC, JPM, CVX, SHEL 13F-HR 8/11/2023, 09:54 AM
Q1 2023 103 $388M +$104M -$43.6M +$60.3M AGG, JPM, BAC, CVX, XOM 13F-HR 5/12/2023, 11:16 AM
Q4 2022 125 $315M +$82.8M -$207M -$124M AGG, CVX, XOM, JPM, SHEL 13F-HR 2/13/2023, 11:17 AM
Q3 2022 183 $393M +$173M -$79.5M +$93.4M CVX, SHEL, T, XOM, BP 13F-HR 11/10/2022, 07:13 PM
Q2 2022 116 $331M +$87.8M -$10.7M +$77.1M T, VZ, BP, BCS, CVX 13F-HR 8/12/2022, 10:36 AM
Q1 2022 87 $300M +$130M -$49.6M +$80.6M T, VZ, BP, CVX, INTC 13F-HR 5/13/2022, 12:46 PM
Q4 2021 52 $216M +$59.5M -$32.8M +$26.7M AGG, T, VZ, XLE, BAC 13F-HR 2/14/2022, 09:19 AM
Q3 2021 43 $179M +$10.6M -$20.7M -$10.1M AGG, XLE, JPM, RDSB, BAC 13F-HR 11/12/2021, 09:27 AM
Q2 2021 45 $190M +$6.89M -$27.1M -$20.3M AGG, T, CVX, JPM, BAC 13F-HR 8/13/2021, 09:21 AM
Q1 2021 47 $198M +$4.28M -$61.2M -$56.9M AGG, XLE, JPM, CVX, T 13F-HR 5/14/2021, 11:14 AM
Q4 2020 53 $234M +$39.3M -$126M -$87.2M AGG, T, JPM, CVX, XLE 13F-HR 2/12/2021, 04:07 PM
Q3 2020 68 $269M +$134M -$38.2M +$96.1M AGG, BA, JPM, CVX, T 13F-HR 11/16/2020, 04:05 PM
Q2 2020 53 $175M +$87.6M -$127M -$39.2M AGG, SPY, MSFT, CVX, XOM 13F-HR 8/14/2020, 05:09 PM
Q1 2020 80 $190M +$142M -$55.6M +$86.3M BA, AAPL, JPM, MSFT, T 13F-HR 5/15/2020, 04:11 PM
Q4 2019 52 $124M +$29.9M -$26M +$3.91M AGG, AAPL, M, F, T 13F-HR 2/14/2020, 04:12 PM
Q3 2019 42 $112M +$28M -$16.1M +$11.9M AGG, M, JWN, AAPL, T 13F-HR 11/14/2019, 04:01 PM
Q2 2019 53 $100M +$54.8M -$37.2M +$17.6M AGG, T, AAPL, BOND, TOTL 13F-HR 8/14/2019, 06:10 AM
Q1 2019 76 $78M +$2.71M -$73M -$70.3M AAPL, BA, MSFT, XBI, MA 13F-HR 5/10/2019, 01:21 PM
Q4 2018 87 $133M $0 $0 XOP, AAPL, JPM, MSFT, AMZN 13F-HR 2/14/2019, 07:13 AM