Position in BP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$212,684
-$47,179 QoQ
Shares Held
5,756
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#799
of 1,162 holders
Holding Since
Dec 2024
6 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, 2026Valmark Advisers, Inc. holds $12,993,367 across 3 Oil & Gas Integrated names. BP ranks #3 (1.6% of the industry book) .
All Filings in BP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,684 | 5,756 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $259,863 | 5,529 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $260,586 | 7,562 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $224,175 | 7,490 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $301,170 | 8,913 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $299,590 | 10,135 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||