Position in BP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$162,469
-$85,221 QoQ
Shares Held
4,397
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#834
of 1,163 holders
Holding Since
Mar 2020
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, 2026Institute for Wealth Management, LLC. holds $3,437,614 across 8 Oil & Gas Integrated names. BP ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
10,600 | $1,757,056 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
5,720 | $782,038 | |
| 3 | SU |
Suncor Energy Inc
|
9,823 | $527,298 | |
| 4 | SHEL |
Shell plc
|
2,205 | $170,975 | |
| 5 | BP |
Bp PLC
This page
|
4,397 | $162,469 | |
| 6 | IMO |
Imperial Oil Ltd
|
174 | $19,491 | |
| 7 | NFG |
National Fuel Gas Co
|
224 | $17,295 | |
| 8 | CVE |
Cenovus Energy Inc.
|
40 | $992 |
All Filings in BP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,469 | 4,397 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $247,690 | 5,270 | Shares | Sole | 2026-05-14 | |
| 2023-03-31 | $207,076 | 5,458 | Shares | Sole | 2023-04-20 | |
| 2020-09-30 | $301,516 | 17,269 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $378,693 | 16,239 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $352,606 | 14,457 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||