Position in BP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$956,709
+$37,248 QoQ
Shares Held
25,892
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#364
of 1,163 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $34,388,162 across 8 Oil & Gas Integrated names. BP ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
172,344 | $28,567,741 | |
| 2 | SHEL |
Shell plc
|
32,522 | $2,521,755 | |
| 3 | BP |
Bp PLC
This page
|
25,892 | $956,709 | |
| 4 | TTE |
TotalEnergies SE
|
10,070 | $783,043 | |
| 5 | NFG |
National Fuel Gas Co
|
8,808 | $680,065 | |
| 6 | E |
Eni Spa
|
8,175 | $383,080 | |
| 7 | SU |
Suncor Energy Inc
|
6,050 | $324,764 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,582 | $171,005 |
All Filings in BP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,709 | 25,892 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $919,461 | 19,563 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $746,938 | 21,507 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $658,938 | 22,016 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $476,168 | 14,092 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $404,912 | 13,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $377,056 | 12,012 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $434,427 | 12,034 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $362,067 | 9,609 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $368,691 | 10,415 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $432,618 | 11,173 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $436,149 | 12,359 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $775,721 | 20,446 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $293,097 | 8,391 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $300,084 | 10,585 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $382,846 | 13,022 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $364,138 | 13,674 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $309,238 | 11,315 | Shares | Sole | 2021-11-23 | |
| No filing history on record for this holder in this stock. | ||||||