ProVise Management Group, LLC

Position in BP — Bp PLC

CIK 1305707 CLEARWATER, FL

Position in BP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$252,183

-$82,927 QoQ

Shares Held

6,825

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#732

of 1,164 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

ProVise Management Group, LLC holds $1,033,409 across 2 Oil & Gas Integrated names. BP ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVX	Chevron Corp	4,713	$781,226
2	BP	Bp PLC This page	6,825	$252,183

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,183	6,825	-4.3%	Shares	Sole	2026-08-03
2026-03-31	$335,110	7,130	0.0%	Shares	Sole	2026-05-07
2025-12-31	$247,624	7,130	0.0%	Shares	Sole	2026-01-29
2025-09-30	$245,699	7,130	0.0%	Shares	Sole	2025-11-13
2025-06-30	$213,400	7,130	0.0%	Shares	Sole	2025-08-08
2025-03-31	$240,922	7,130	0.0%	Shares	Sole	2025-05-08
2024-12-31	$210,762	7,130	-1.4%	Shares	Sole	2025-02-11
2024-09-30	$227,043	7,233	-19.1%	Shares	Sole	2024-11-12
2024-06-30	$322,734	8,940	-9.4%	Shares	Sole	2024-08-12
2024-03-31	$371,637	9,863	+33.4%	Shares	Sole	2024-05-09
2023-12-31	$261,747	7,394	0.0%	Shares	Sole	2024-02-09
2023-09-30	$286,295	7,394	0.0%	Shares	Sole	2023-11-08
2023-06-30	$260,934	7,394	0.0%	Shares	Sole	2023-08-24
2023-03-31	$280,528	7,394	-0.0%	Shares	Sole	2023-05-08
2022-12-31	$258,377	7,397	0.0%	Shares	Sole	2023-02-10
2022-09-30	$211,184	7,397	0.0%	Shares	Sole	2022-11-09
2022-06-30	$209,704	7,397	-0.5%	Shares	Sole	2022-08-08
2022-03-31	$218,647	7,437	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.