Stamos Capital Partners, L.P.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Menlo Park, CA
CIK
0001705399
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 137 471,330 AGG, SHEL, XOM, BP 13F-HR 8/13/2024 000117266124003303
Q1 2024 123 440,528 AGG, XOM, CVX, SHEL 13F-HR 5/14/2024 000117266124002298
Q4 2023 121 368,549 AGG, SHEL, BP, CVX 13F-HR 2/13/2024 000117266124000808
Q3 2023 109 448,893 AGG, T, CVX, BAC 13F-HR 11/13/2023 000117266123003764
Q2 2023 106 427,536 AGG, BAC, JPM, CVX 13F-HR 8/11/2023 000117266123002912
Q1 2023 103 387,603 AGG, JPM, BAC, CVX 13F-HR 5/12/2023 000117266123002035
Q4 2022 125 315,983 AGG, CVX, XOM, JPM 13F-HR 2/13/2023 000117266123000694
Q3 2022 183 393,232 CVX, SHEL, T, XOM 13F-HR 11/14/2022 000117266122002370
Q2 2022 116 330,668 T, VZ, BP, BCS 13F-HR 8/12/2022 000117266122001803
Q1 2022 87 299,580 T, VZ, BP, CVX 13F-HR 5/13/2022 000117266122001277
Q4 2021 52 215,548 AGG, T, VZ, XLE 13F-HR 2/14/2022 000117266122000432
Q3 2021 43 178,798 AGG, XLE, JPM, RDS.B 13F-HR 11/12/2021 000117266121002151
Q2 2021 45 189,726 AGG, T, CVX, JPM 13F-HR 8/13/2021 000117266121001651
Q1 2021 47 198,099 AGG, XLE, JPM, CVX 13F-HR 5/14/2021 000117266121001131
Q4 2020 53 234,474 AGG, T, JPM, CVX 13F-HR 2/12/2021 000117266121000378
Q3 2020 68 269,129 AGG, BA, JPM, CVX 13F-HR 11/16/2020 000117266120002287
Q2 2020 53 174,622 AGG, SPY, MSFT, CVX 13F-HR 8/14/2020 000117266120001871
Q1 2020 80 189,911 BA, AAPL, JPM, MSFT 13F-HR 5/15/2020 000117266120001381
Q4 2019 52 123,935 AGG, AAPL, M, F 13F-HR 2/14/2020 000117266120000815
Q3 2019 42 112,474 AGG, M, JWN, AAPL 13F-HR 11/14/2019 000090266419004327
Q2 2019 53 99,966 AGG, T, AAPL, BOND 13F-HR 8/14/2019 000090266419003338
Q1 2019 76 78,029 AAPL, BA, MSFT, XBI 13F-HR 5/10/2019 000090266419002202
Q4 2018 87 132,614 XOP, AAPL, JPM, MSFT 13F-HR 2/14/2019 000090266419000990