NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in BP — Bp PLC

CIK 1109767 CEDAR RAPIDS, IA

Position in BP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$336,134

-$85,362 QoQ

Shares Held

9,097

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#627

of 1,162 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $10,351,223 across 4 Oil & Gas Integrated names. BP ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	55,320	$9,169,843
2	E	Eni Spa	10,105	$473,520
3	SHEL	Shell plc	4,794	$371,726
4	BP	Bp PLC This page	9,097	$336,134

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,134	9,097	+1.4%	Shares	Sole	2026-07-23
2026-03-31	$421,496	8,968	+27.3%	Shares	Sole	2026-04-15
2025-12-31	$244,672	7,045	+10.2%	Shares	Sole	2026-01-26
2025-09-30	$220,337	6,394	-33.4%	Shares	Sole	2025-10-28
2024-09-30	$301,249	9,597	+12.2%	Shares	Sole	2024-11-04
2024-06-30	$308,691	8,551	-1.3%	Shares	Sole	2024-07-29
2024-03-31	$326,384	8,662	-7.5%	Shares	Sole	2024-04-23
2023-12-31	$331,344	9,360	-0.7%	Shares	Sole	2024-02-09
2023-09-30	$365,129	9,430	-18.1%	Shares	Sole	2023-11-14
2023-06-30	$406,470	11,518	-1.3%	Shares	Sole	2023-08-14
2023-03-31	$442,532	11,664	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$406,969	11,651	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$332,264	11,638	+9.4%	Shares	Sole	2022-11-14
2022-06-30	$301,700	10,642	-4.3%	Shares	Sole	2022-08-15
2022-03-31	$326,781	11,115	+18.5%	Shares	Sole	2022-05-13
2020-06-30	$218,694	9,378	+4.7%	Shares	Sole	2020-08-13
2020-03-31	$218,461	8,957	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.