GRIMES & Co WEALTH MANAGEMENT, LLC

Position in BP — Bp PLC

CIK 1321993 WESTBOROUGH, MA

Position in BP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$434,420

-$125,914 QoQ

Shares Held

11,757

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#551

of 1,163 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $29,490,207 across 4 Oil & Gas Integrated names. BP ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	122,637	$16,766,930
2	CVX	Chevron Corp	70,208	$11,637,677
3	SHEL	Shell plc	8,398	$651,180
4	BP	Bp PLC This page	11,757	$434,420

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,420	11,757	-1.4%	Shares	Sole	2026-07-17
2026-03-31	$560,334	11,922	+1.5%	Shares	Other	2026-04-21
2025-12-31	$408,111	11,751	-0.3%	Shares	Other	2026-02-03
2025-09-30	$405,973	11,781	-6.7%	Shares	Sole	2025-10-27
2020-12-31	$259,044	12,624	+0.0%	Shares	Sole	2021-02-02
2020-09-30	$220,380	12,622	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$296,070	12,696	+2.0%	Shares	Sole	2020-07-31
2020-03-31	$303,484	12,443	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.