Position in BP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$431,930
+$115,089 QoQ
Shares Held
9,190
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $32,741,061 across 5 Oil & Gas Integrated names. BP ranks #5 (1.3% of the industry book) .
All Filings in BP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $431,930 | 9,190 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $316,841 | 9,123 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $317,273 | 9,207 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $295,439 | 9,871 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $346,448 | 10,253 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $304,615 | 10,305 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $324,541 | 10,339 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $376,631 | 10,433 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $387,877 | 10,294 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $378,249 | 10,685 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $333,611 | 8,616 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $304,799 | 8,637 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $295,362 | 7,785 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $274,794 | 7,867 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $212,183 | 7,432 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $209,704 | 7,397 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $214,531 | 7,297 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||