OXFORD FINANCIAL GROUP, LTD. LLC

Position in BP — Bp PLC

CIK 1245862 INDIANAPOLIS, IN

Position in BP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$291,313

-$89,152 QoQ

Shares Held

7,884

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#685

of 1,162 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,413,150 across 4 Oil & Gas Integrated names. BP ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	18,877	$2,580,863
2	CVX	Chevron Corp	6,972	$1,155,678
3	SHEL	Shell plc	4,969	$385,296
4	BP	Bp PLC This page	7,884	$291,313

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,313	7,884	-2.6%	Shares	Sole	2026-08-11
2026-03-31	$380,465	8,095	-1.1%	Shares	Sole	2026-05-06
2025-12-31	$284,160	8,182	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$285,053	8,272	0.0%	Shares	Sole	2025-11-13
2025-06-30	$247,580	8,272	-2.5%	Shares	Sole	2025-08-14
2025-03-31	$286,539	8,480	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$244,520	8,272	0.0%	Shares	Sole	2025-02-11
2024-09-30	$259,658	8,272	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$301,796	8,360	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$314,590	8,349	0.0%	Shares	Sole	2024-05-13
2023-12-31	$295,554	8,349	0.0%	Shares	Sole	2024-02-14
2023-09-30	$323,273	8,349	+5.3%	Shares	Sole	2023-11-13
2023-06-30	$279,743	7,927	0.0%	Shares	Sole	2023-08-10
2023-03-31	$300,750	7,927	-24.3%	Shares	Sole	2023-05-12
2022-12-31	$365,612	10,467	0.0%	Shares	Sole	2023-02-14
2022-09-30	$298,832	10,467	-30.8%	Shares	Sole	2022-11-02
2022-06-30	$429,048	15,134	+42.7%	Shares	Sole	2022-08-11
2022-03-31	$311,816	10,606	0.0%	Shares	Sole	2022-05-13
2021-12-31	$282,437	10,606	+1.0%	Shares	Sole	2022-02-10
2021-09-30	$286,910	10,498	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$276,538	10,467	+2.3%	Shares	Sole	2021-08-03
2021-03-31	$249,051	10,228	+0.2%	Shares	Sole	2021-05-10
2020-12-31	$209,365	10,203	0.0%	Shares	Sole	2021-02-10
2020-09-30	$178,144	10,203	-1.0%	Shares	Sole	2020-11-12
2020-06-30	$240,429	10,310	-1.0%	Shares	Sole	2020-08-05
2020-03-31	$253,899	10,410	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.