Position in BP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,401,402
-$364,200 QoQ
Shares Held
37,927
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#299
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $91,498,838 across 12 Oil & Gas Integrated names. BP ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
247,769 | $41,070,189 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
300,236 | $41,048,265 | |
| 3 | SHEL |
Shell plc
|
41,997 | $3,256,447 | |
| 4 | BP |
Bp PLC
This page
|
37,927 | $1,401,402 | |
| 5 | TTE |
TotalEnergies SE
|
17,999 | $1,399,602 | |
| 6 | EQNR |
Equinor ASA
|
24,861 | $780,635 | |
| 7 | CVE |
Cenovus Energy Inc.
|
28,804 | $714,627 | |
| 8 | E |
Eni Spa
|
12,109 | $567,427 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,402 | 37,927 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,765,602 | 37,566 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,208,187 | 34,788 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,061,747 | 30,811 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,073,589 | 35,870 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,413,165 | 41,822 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,149,884 | 38,900 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,417,478 | 45,157 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,683,451 | 46,633 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,057,930 | 54,616 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,000,489 | 56,511 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,679,596 | 43,378 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,870,828 | 53,013 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,088,900 | 55,058 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $3,399,352 | 97,319 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,773,404 | 97,142 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,014,342 | 106,326 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,967,077 | 100,921 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,923,734 | 109,791 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,116,658 | 114,038 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,974,759 | 112,595 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,669,344 | 109,624 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,330,805 | 113,587 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,684,663 | 96,487 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,588,939 | 111,018 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,682,924 | 110,001 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||