United Asset Strategies, Inc.

Position in BP — Bp PLC

CIK 1539948 GARDEN CITY, NY

Position in BP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$251,296

-$80,101 QoQ

Shares Held

6,801

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#733

of 1,162 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

United Asset Strategies, Inc. holds $6,077,330 across 3 Oil & Gas Integrated names. BP ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	35,039	$4,790,532
2	CVX	Chevron Corp	6,247	$1,035,502
3	BP	Bp PLC This page	6,801	$251,296

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,296	6,801	-3.5%	Shares	Sole	2026-07-13
2026-03-31	$331,397	7,051	0.0%	Shares	Sole	2026-04-29
2025-12-31	$244,881	7,051	0.0%	Shares	Sole	2026-01-28
2025-09-30	$242,977	7,051	0.0%	Shares	Sole	2025-10-23
2025-06-30	$211,036	7,051	-3.3%	Shares	Sole	2025-08-08
2025-03-31	$246,498	7,295	0.0%	Shares	Sole	2025-05-14
2024-12-31	$215,640	7,295	+0.4%	Shares	Sole	2025-01-22
2024-09-30	$228,142	7,268	+3.1%	Shares	Sole	2024-10-28
2024-06-30	$254,505	7,050	-1.4%	Shares	Sole	2024-08-01
2024-03-31	$269,412	7,150	0.0%	Shares	Sole	2024-04-23
2023-12-31	$253,110	7,150	0.0%	Shares	Sole	2024-01-30
2023-09-30	$276,848	7,150	0.0%	Shares	Sole	2023-11-07
2023-06-30	$252,323	7,150	0.0%	Shares	Sole	2023-07-25
2023-03-31	$271,271	7,150	0.0%	Shares	Sole	2023-07-25
2022-12-31	$249,749	7,150	0.0%	Shares	Sole	2023-01-26
2022-09-30	$204,132	7,150	-8.1%	Shares	Sole	2022-10-24
2022-06-30	$220,676	7,784	+8.9%	Shares	Sole	2022-08-15
2022-03-31	$210,210	7,150	-23.9%	Shares	Sole	2022-04-29
2021-09-30	$256,902	9,400	-1.2%	Shares	Sole	2021-10-21
2021-06-30	$251,359	9,514	-2.1%	Shares	Sole	2021-07-19
2021-03-31	$236,535	9,714	-3.3%	Shares	Sole	2021-04-27
2020-09-30	$175,420	10,047	-14.8%	Shares	Sole	2020-11-03
2020-06-30	$275,082	11,796	0.0%	Shares	Sole	2020-08-03
2020-03-31	$287,704	11,796	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.