Position in BP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$441,441
-$137,693 QoQ
Shares Held
11,947
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#546
of 1,162 holders
Holding Since
Mar 2020
21 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, 2026WealthTrust Axiom LLC holds $7,620,350 across 7 Oil & Gas Integrated names. BP ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
14,750 | $2,444,960 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
16,377 | $2,239,063 | |
| 3 | SHEL |
Shell plc
|
17,622 | $1,366,409 | |
| 4 | EQNR |
Equinor ASA
|
20,350 | $638,990 | |
| 5 | BP |
Bp PLC
This page
|
11,947 | $441,441 | |
| 6 | NFG |
National Fuel Gas Co
|
3,438 | $265,447 | |
| 7 | IMO |
Imperial Oil Ltd
|
2,000 | $224,040 |
All Filings in BP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,441 | 11,947 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $579,134 | 12,322 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $431,277 | 12,418 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $414,174 | 12,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $362,751 | 12,120 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $375,744 | 11,120 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $290,279 | 9,820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $331,321 | 10,555 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $308,149 | 8,536 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $321,335 | 8,528 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $328,441 | 9,278 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $317,813 | 8,208 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $289,413 | 8,201 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $310,576 | 8,186 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $285,936 | 8,186 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $227,829 | 7,980 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $222,008 | 7,831 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $230,025 | 7,824 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $218,818 | 8,217 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $224,351 | 8,209 | Shares | Sole | 2021-10-14 | |
| 2020-03-31 | $281,119 | 11,526 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||