Winch Advisory Services, LLC

Position in BP — Bp PLC

CIK 1585822 Appleton, WI

Position in BP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$501,817

-$101,052 QoQ

Shares Held

13,581

+5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#502

of 1,162 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Winch Advisory Services, LLC holds $2,677,921 across 6 Oil & Gas Integrated names. BP ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	6,985	$1,157,833
2	XOM	ExxonMobil Holdings Corp	6,733	$920,535
3	BP	Bp PLC This page	13,581	$501,817
4	IMO	Imperial Oil Ltd	430	$48,168
5	SHEL	Shell plc	543	$42,104
6	TTE	TotalEnergies SE	96	$7,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,817	13,581	+5.9%	Shares	Sole	2026-08-06
2026-03-31	$602,869	12,827	-2.2%	Shares	Sole	2026-04-30
2025-12-31	$455,622	13,119	-0.5%	Shares	Sole	2026-02-03
2025-09-30	$454,527	13,190	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$388,820	12,991	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$434,471	12,858	+0.7%	Shares	Sole	2025-05-06
2024-12-31	$377,540	12,772	+18.7%	Shares	Sole	2025-01-14
2024-09-30	$337,787	10,761	+1.1%	Shares	Sole	2024-10-21
2024-06-30	$384,248	10,644	+2.9%	Shares	Sole	2024-07-31
2024-03-31	$389,724	10,343	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$358,602	10,130	+2.6%	Shares	Sole	2024-01-18
2023-09-30	$382,360	9,875	-0.3%	Shares	Sole	2023-11-06
2023-06-30	$349,653	9,908	-0.2%	Shares	Sole	2023-08-08
2023-03-31	$376,554	9,925	-2.7%	Shares	Sole	2023-05-10
2022-12-31	$356,286	10,200	+4.6%	Shares	Sole	2023-01-26
2022-09-30	$278,505	9,755	+2.1%	Shares	Sole	2022-10-31
2022-06-30	$270,799	9,552	+2.9%	Shares	Sole	2022-08-12
2022-03-31	$272,832	9,280	-0.9%	Shares	Sole	2022-04-26
2021-12-31	$249,310	9,362	+4.3%	Shares	Sole	2022-02-04
2021-09-30	$245,368	8,978	+190.5%	Shares	Sole	2021-11-10
2021-06-30	$81,664	3,091	+1.5%	Shares	Sole	2021-08-05
2021-03-31	$74,121	3,044	+17.7%	Shares	Sole	2021-05-03
2020-12-31	$53,085	2,587	-10.4%	Shares	Sole	2021-02-09
2020-09-30	$50,424	2,888	-12.5%	Shares	Sole	2020-11-04
2020-06-30	$76,956	3,300	+11.6%	Shares	Sole	2020-08-12
2020-03-31	$72,145	2,958	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.