Avantax Planning Partners, Inc.

Position in BP — Bp PLC

CIK 1005441 DUBUQUE, IA

Position in BP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$216,600

-$70,758 QoQ

Shares Held

5,862

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#787

of 1,162 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $24,617,156 across 5 Oil & Gas Integrated names. BP ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	100,232	$13,703,719
2	CVX	Chevron Corp	61,279	$10,157,607
3	NFG	National Fuel Gas Co	3,881	$299,652
4	TTE	TotalEnergies SE	3,081	$239,578
5	BP	Bp PLC This page	5,862	$216,600

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,600	5,862	-4.1%	Shares	Sole	2026-07-28
2026-03-31	$287,358	6,114	-4.5%	Shares	Sole	2026-05-04
2025-12-31	$222,306	6,401	+4.1%	Shares	Sole	2026-02-05
2025-09-30	$211,791	6,146	-0.5%	Shares	Sole	2025-10-31
2025-03-31	$208,720	6,177	-12.1%	Shares	Sole	2025-04-29
2024-09-30	$220,577	7,027	-3.8%	Shares	Sole	2024-11-14
2024-06-30	$263,782	7,307	-3.8%	Shares	Sole	2024-08-09
2024-03-31	$286,066	7,592	+10.8%	Shares	Sole	2024-05-03
2023-12-31	$242,525	6,851	-3.2%	Shares	Sole	2024-02-09
2023-09-30	$274,137	7,080	+2.2%	Shares	Sole	2023-11-06
2023-06-30	$244,383	6,925	+0.4%	Shares	Sole	2023-07-18
2023-03-31	$261,748	6,899	-5.4%	Shares	Sole	2023-04-21
2022-12-31	$254,814	7,295	-10.8%	Shares	Sole	2023-02-10
2022-09-30	$233,567	8,181	-0.2%	Shares	Sole	2022-10-14
2022-06-30	$232,441	8,199	-19.6%	Shares	Sole	2022-07-18
2022-03-31	$299,733	10,195	-10.0%	Shares	Sole	2022-05-09
2021-12-31	$301,744	11,331	+2.1%	Shares	Sole	2022-01-28
2021-09-30	$303,253	11,096	+1.5%	Shares	Sole	2021-10-27
2021-06-30	$288,691	10,927	+7.3%	Shares	Sole	2021-08-10
2021-03-31	$248,077	10,188	-6.3%	Shares	Sole	2021-05-06
2020-06-30	$253,465	10,869	+14.9%	Shares	Sole	2020-07-15
2020-03-31	$230,729	9,460	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.