Position in BP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,089,914
+$4,772,673 QoQ
Shares Held
321,062
+8.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 42.40484452365027.ToString("F0")%
Shared 0.ToString("F0")%
None 57.595155476349724.ToString("F0")%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Focus Partners Wealth holds $967,704,826 across 12 Oil & Gas Integrated names. BP ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
Exxon Mobil Corp
|
2,968,005 | $503,551,728 | |
| 2 | CVX |
Chevron Corp
|
1,765,073 | $365,193,603 | |
| 3 | SU |
Suncor Energy Inc
|
728,508 | $48,161,663 | |
| 4 | SHEL |
Shell plc
|
187,300 | $17,418,900 | |
| 5 | BP |
Bp PLC
This page
|
321,062 | $15,089,914 | |
| 6 | TTE |
TotalEnergies SE
|
145,060 | $13,197,558 | |
| 7 | NFG |
National Fuel Gas Co
|
20,188 | $1,896,864 | |
| 8 | E |
Eni Spa
|
25,562 | $1,447,064 |
All Filings in BP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $7,200,579 | 243,592 | Shares | Sole | 2025-05-29 | |
| 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. | ||||||