Edge Wealth Management LLC

Position in BP — Bp PLC

CIK 1567163 NEW YORK, NY

Position in BP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$479,758

-$130,020 QoQ

Shares Held

12,984

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#521

of 1,163 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Edge Wealth Management LLC holds $1,678,657 across 3 Oil & Gas Integrated names. BP ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	5,736	$950,799
2	BP	Bp PLC This page	12,984	$479,758
3	CVE	Cenovus Energy Inc.	10,000	$248,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,758	12,984	+0.1%	Shares	Sole	2026-07-09
2026-03-31	$609,778	12,974	-10.3%	Shares	Sole	2026-04-21
2025-12-31	$502,369	14,465	-17.6%	Shares	Sole	2026-01-12
2025-09-30	$604,600	17,545	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$524,433	17,522	0.0%	Shares	Sole	2025-07-14
2025-03-31	$592,068	17,522	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$517,654	17,512	-0.8%	Shares	Sole	2025-01-15
2024-09-30	$554,064	17,651	-0.3%	Shares	Sole	2024-10-15
2024-06-30	$639,042	17,702	-5.7%	Shares	Sole	2024-07-12
2024-03-31	$707,065	18,765	-0.3%	Shares	Sole	2024-04-16
2023-12-31	$666,405	18,825	-21.5%	Shares	Sole	2024-01-11
2023-09-30	$927,963	23,966	-4.0%	Shares	Sole	2023-10-13
2023-06-30	$880,803	24,959	-0.1%	Shares	Sole	2023-07-14
2023-03-31	$947,551	24,975	-15.2%	Shares	Sole	2023-04-18
2022-12-31	$1,028,688	29,450	-3.1%	Shares	Sole	2023-01-25
2022-09-30	$867,663	30,391	-4.1%	Shares	Sole	2022-10-19
2022-06-30	$898,071	31,678	-21.7%	Shares	Sole	2022-07-22
2022-03-31	$1,189,465	40,458	-5.5%	Shares	Sole	2022-04-14
2021-12-31	$1,140,669	42,834	-49.3%	Shares	Sole	2022-01-21
2021-09-30	$2,309,275	84,496	-7.4%	Shares	Sole	2021-10-13
2021-06-30	$2,409,979	91,218	+0.4%	Shares	Sole	2021-07-23
2021-03-31	$2,212,002	90,842	+6.4%	Shares	Sole	2021-04-09
2020-12-31	$1,751,423	85,352	-22.8%	Shares	Sole	2021-01-19
2020-09-30	$1,929,364	110,502	-16.5%	Shares	Sole	2020-10-21
2020-06-30	$3,086,495	132,354	-14.7%	Shares	Sole	2020-08-03
2020-03-31	$3,786,596	155,252	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.