Position in BP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$396,067
-$19,037 QoQ
Shares Held
10,719
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#584
of 1,164 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $13,783,258 across 4 Oil & Gas Integrated names. BP ranks #4 (2.9% of the industry book) .
All Filings in BP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,067 | 10,719 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $415,104 | 8,832 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $305,519 | 8,797 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $313,275 | 9,091 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $371,102 | 12,399 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $426,328 | 12,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $345,852 | 11,700 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $372,002 | 11,851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $456,701 | 12,651 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $691,277 | 18,346 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $401,613 | 11,345 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $471,880 | 12,187 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $470,803 | 13,341 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $487,415 | 12,847 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $448,186 | 12,831 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $362,099 | 12,683 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $365,006 | 12,875 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $309,229 | 10,518 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $305,126 | 11,458 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $418,121 | 15,299 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $521,425 | 19,736 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $539,011 | 22,136 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $643,219 | 31,346 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,008,821 | 57,779 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,351,277 | 57,945 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,419,278 | 58,191 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||