Avior Wealth Management, LLC

Position in BP — Bp PLC

CIK 1599868 OMAHA, NE

Position in BP

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

Position Value

$1,614,271

-$480,989 QoQ

Shares Held

43,688

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#278

of 1,163 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avior Wealth Management, LLC holds $6,906,952 across 5 Oil & Gas Integrated names. BP ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	24,085	$3,992,329
2	BP	Bp PLC This page	43,688	$1,614,271
3	SHEL	Shell plc	9,320	$722,672
4	TTE	TotalEnergies SE	4,441	$345,332
5	PBR	Petrobras - Petroleo Brasileiro SA	14,378	$232,348

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,614,271	43,688	-2.0%	Shares	Sole	2026-07-07
2026-03-31	$2,095,260	44,580	+1.5%	Shares	Sole	2026-04-09
2025-12-31	$1,525,306	43,919	-1.8%	Shares	Sole	2026-01-06
2025-09-30	$1,541,292	44,727	+7.8%	Shares	Sole	2025-11-14
2025-06-30	$1,241,346	41,475	-24.0%	Shares	Sole	2025-07-17
2025-03-31	$1,844,460	54,586	+2.3%	Shares	Sole	2025-04-21
2024-12-31	$1,577,321	53,360	+83.3%	Shares	Sole	2025-01-17
2024-09-30	$913,700	29,108	+117.9%	Shares	Sole	2024-11-08
2024-06-30	$482,223	13,358	-16.5%	Shares	Sole	2024-08-13
2024-03-31	$603,106	16,006	+136.6%	Shares	Sole	2024-04-30
2023-12-31	$239,445	6,764	+0.2%	Shares	Sole	2024-01-30
2023-09-30	$261,476	6,753	0.0%	Shares	Sole	2023-10-17
2023-06-30	$238,313	6,753	+3.1%	Shares	Sole	2023-07-19
2023-03-31	$248,620	6,553	0.0%	Shares	Sole	2023-05-10
2022-12-31	$228,896	6,553	0.0%	Shares	Sole	2023-02-14
2022-09-30	$187,088	6,553	0.0%	Shares	Sole	2022-10-26
2022-06-30	$185,777	6,553	0.0%	Shares	Sole	2022-08-10
2022-03-31	$192,658	6,553	+31.0%	Shares	Sole	2022-05-13
2021-12-31	$133,229	5,003	-17.1%	Shares	Sole	2022-02-14
2021-09-30	$164,881	6,033	+20.6%	Shares	Sole	2021-11-02
2021-06-30	$132,179	5,003	0.0%	Shares	Sole	2021-07-27
2021-03-31	$121,823	5,003	-5.1%	Shares	Sole	2021-05-11
2020-12-31	$108,140	5,270	+5.3%	Shares	Sole	2021-02-09
2020-09-30	$87,352	5,003	-0.2%	Shares	Sole	2020-10-20
2020-06-30	$116,903	5,013	0.0%	Shares	Sole	2020-07-02
2020-03-31	$122,267	5,013	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.