Position in BP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,893,983
-$3,195,931 QoQ
Shares Held
321,894
+0.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#102
of 1,163 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Focus Partners Wealth holds $533,528,543 across 12 Oil & Gas Integrated names. BP ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,730,155 | $286,790,492 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
1,246,347 | $170,400,561 | |
| 3 | SU |
Suncor Energy Inc
|
698,283 | $37,483,831 | |
| 4 | SHEL |
Shell plc
|
182,833 | $14,176,870 | |
| 5 | BP |
Bp PLC
This page
|
321,894 | $11,893,983 | |
| 6 | TTE |
TotalEnergies SE
|
81,392 | $6,329,041 | |
| 7 | NFG |
National Fuel Gas Co
|
31,740 | $2,450,645 | |
| 8 | E |
Eni Spa
|
26,748 | $1,253,411 |
All Filings in BP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,893,983 | 321,894 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,089,914 | 321,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,317,241 | 297,070 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,006,879 | 261,372 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,274,755 | 243,059 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,196,609 | 242,575 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,929,603 | 234,425 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $4,900,575 | 156,119 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,843,585 | 189,573 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,809,604 | 180,722 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,863,939 | 165,648 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||