EADS & HEALD WEALTH MANAGEMENT

Position in BP — Bp PLC

CIK 1035912 ATLANTA, GA

Position in BP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$240,914

-$37,561 QoQ

Shares Held

6,520

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#746

of 1,164 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $5,032,153 across 4 Oil & Gas Integrated names. BP ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	12,806	$2,122,722
2	XOM	ExxonMobil Holdings Corp	14,901	$2,037,264
3	SHEL	Shell plc	8,141	$631,253
4	BP	Bp PLC This page	6,520	$240,914

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,914	6,520	+10.0%	Shares	Sole	2026-07-31
2026-03-31	$278,475	5,925	+2.9%	Shares	Sole	2026-04-29
2025-12-31	$200,044	5,760	-32.6%	Shares	Sole	2026-01-29
2025-03-31	$288,803	8,547	+43.5%	Shares	Sole	2025-04-25
2024-06-30	$215,083	5,958	+1.8%	Shares	Sole	2024-07-23
2024-03-31	$220,578	5,854	-14.9%	Shares	Sole	2024-04-23
2023-12-31	$243,445	6,877	-2.9%	Shares	Sole	2024-01-30
2023-09-30	$274,215	7,082	+11.6%	Shares	Sole	2023-10-27
2023-06-30	$223,985	6,347	-1.3%	Shares	Sole	2023-07-25
2023-03-31	$244,030	6,432	-3.9%	Shares	Sole	2023-04-21
2022-12-31	$233,751	6,692	-49.1%	Shares	Sole	2023-01-27
2020-03-31	$320,777	13,152	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.