Perigon Wealth Management, LLC

Position in BP — Bp PLC

CIK 1575239 SAN FRANCISCO, CA

Position in BP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$323,755

-$59,530 QoQ

Shares Held

8,762

+7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#642

of 1,162 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Energy · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $36,234,258 across 6 Oil & Gas Integrated names. BP ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	141,951	$19,407,540
2	CVX	Chevron Corp	75,440	$12,504,934
3	SHEL	Shell plc	30,855	$2,392,496
4	TTE	TotalEnergies SE	14,400	$1,119,744
5	EQNR	Equinor ASA	15,471	$485,789
6	BP	Bp PLC This page	8,762	$323,755

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,755	8,762	+7.4%	Shares	Sole	2026-08-07
2026-03-31	$383,285	8,155	-9.0%	Shares	Sole	2026-04-10
2025-12-31	$311,215	8,961	+6.7%	Shares	Sole	2026-01-16
2025-09-30	$289,498	8,401	+4.6%	Shares	Sole	2025-10-17
2025-06-30	$240,367	8,031	-7.4%	Shares	Sole	2025-07-16
2025-03-31	$293,162	8,676	+1.9%	Shares	Sole	2025-04-23
2024-12-31	$251,732	8,516	+3.9%	Shares	Sole	2025-01-22
2024-09-30	$257,303	8,197	-5.2%	Shares	Sole	2024-10-16
2024-06-30	$312,048	8,644	-1.5%	Shares	Sole	2024-08-02
2024-03-31	$330,604	8,774	+11.0%	Shares	Sole	2024-04-29
2023-12-31	$279,695	7,901	+3.1%	Shares	Sole	2024-01-29
2023-09-30	$296,672	7,662	-0.2%	Shares	Sole	2023-10-30
2023-06-30	$271,062	7,681	+4.9%	Shares	Sole	2023-08-02
2023-03-31	$277,834	7,323	-1.1%	Shares	Sole	2023-05-03
2022-12-31	$258,656	7,405	+61.6%	Shares	Sole	2023-05-01
2020-12-31	$94,043	4,583	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.