Heritage Wealth Advisors

Position in BP — Bp PLC

CIK 1591122 RICHMOND, VA

Position in BP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$94,148

-$25,608 QoQ

Shares Held

2,548

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#879

of 1,162 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Heritage Wealth Advisors holds $6,139,526 across 4 Oil & Gas Integrated names. BP ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	32,827	$4,488,107
2	CVX	Chevron Corp	7,525	$1,247,344
3	SHEL	Shell plc	3,997	$309,927
4	BP	Bp PLC This page	2,548	$94,148

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,148	2,548	0.0%	Shares	Sole	2026-08-14
2026-03-31	$119,756	2,548	0.0%	Shares	Sole	2026-05-14
2025-12-31	$88,492	2,548	0.0%	Shares	Sole	2026-02-13
2025-09-30	$87,804	2,548	0.0%	Shares	Sole	2025-11-13
2025-06-30	$76,261	2,548	0.0%	Shares	Sole	2025-08-11
2025-03-31	$86,096	2,548	0.0%	Shares	Sole	2025-05-08
2024-12-31	$75,318	2,548	-10.5%	Shares	Sole	2025-02-12
2024-09-30	$89,398	2,848	+11.8%	Shares	Sole	2024-11-12
2023-03-31	$96,671	2,548	0.0%	Shares	Sole	2023-05-04
2022-06-30	$72,235	2,548	0.0%	Shares	Sole	2022-08-04
2022-03-31	$74,911	2,548	0.0%	Shares	Sole	2022-05-11
2021-09-30	$69,636	2,548	+143.1%	Shares	Sole	2021-11-02
2021-03-31	$25,518	1,048	0.0%	Shares	Sole	2021-04-27
2020-12-31	$21,504	1,048	0.0%	Shares	Sole	2021-02-01
2020-09-30	$18,298	1,048	0.0%	Shares	Sole	2020-11-03
2020-06-30	$24,439	1,048	0.0%	Shares	Sole	2020-07-17
2020-03-31	$25,560	1,048	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.