Position in BP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,290,582
-$2,363,238 QoQ
Shares Held
359,691
+8.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 1,166 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)
Derivatives in BP
reported options exposure · as of Jun 30, 2021CallValue
$264,200
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Creative Planning holds $616,489,640 across 14 Oil & Gas Integrated names. BP ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,283,468 | $312,195,744 | |
| 2 | CVX |
Chevron Corp
|
954,599 | $158,234,329 | |
| 3 | SHEL |
Shell plc
|
522,270 | $40,496,814 | |
| 4 | TTE |
TotalEnergies SE
|
242,195 | $18,833,082 | |
| 5 | SU |
Suncor Energy Inc
|
343,611 | $18,445,038 | |
| 6 | CVE |
Cenovus Energy Inc.
|
625,014 | $15,506,596 | |
| 7 | BP |
Bp PLC
This page
|
359,691 | $13,290,582 | |
| 8 | E |
Eni Spa
|
235,745 | $11,047,010 |
All Filings in BP
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,290,582 | 359,691 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,653,820 | 333,060 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,100,436 | 319,621 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,252,681 | 268,505 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,902,297 | 264,026 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,514,723 | 281,584 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,629,583 | 258,105 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,292,860 | 264,188 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,029,685 | 222,429 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,208,550 | 217,849 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,929,493 | 223,997 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,025,842 | 207,279 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $7,320,769 | 207,446 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $7,816,436 | 206,021 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,575,164 | 216,867 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,995,071 | 209,985 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,716,352 | 201,635 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,299,508 | 214,269 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,634,348 | 211,579 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,791,445 | 211,908 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,813,855 | 182,205 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $264,200 | 10,000 | Call | Sole | 2021-08-04 | |
| 2021-03-31 | $6,097,045 | 250,392 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,260 | 500 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $5,875,778 | 286,344 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,730 | 3,500 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $4,862,121 | 278,472 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,077,868 | 260,629 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $7,000 | 3,500 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $5,601,456 | 229,662 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||