Position in BP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,418,244
-$7,269,792 QoQ
Shares Held
227,828
-31.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#122
of 1,163 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Waverly Advisors, LLC holds $120,922,893 across 8 Oil & Gas Integrated names. BP ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
356,925 | $48,798,786 | |
| 2 | SHEL |
Shell plc
|
407,847 | $31,624,456 | |
| 3 | CVX |
Chevron Corp
|
177,024 | $29,343,498 | |
| 4 | BP |
Bp PLC
This page
|
227,828 | $8,418,244 | |
| 5 | TTE |
TotalEnergies SE
|
21,009 | $1,633,659 | |
| 6 | SU |
Suncor Energy Inc
|
11,667 | $626,284 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,032 | $242,917 | |
| 8 | CVE |
Cenovus Energy Inc.
|
9,474 | $235,049 |
All Filings in BP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,418,244 | 227,828 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,688,036 | 333,788 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,440,428 | 300,617 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,796,010 | 110,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $716,793 | 23,949 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $803,830 | 23,789 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $576,301 | 19,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $396,267 | 12,624 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $510,129 | 14,131 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $582,118 | 15,449 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||