Position in BP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,895,128
-$481,756 QoQ
Shares Held
51,289
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#254
of 1,163 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. BP ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
This page
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in BP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895,128 | 51,289 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,376,884 | 50,572 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,777,064 | 51,168 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,895,265 | 54,999 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,577,520 | 52,707 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,795,161 | 53,127 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,601,058 | 54,163 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,571,634 | 50,068 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,293,643 | 35,835 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,211,826 | 32,161 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,009,077 | 28,505 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $997,736 | 25,768 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $880,767 | 24,958 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,127,652 | 29,722 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $830,600 | 23,779 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $447,150 | 15,662 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $480,475 | 16,948 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $553,660 | 18,832 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $392,792 | 14,750 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $308,347 | 11,671 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $275,861 | 11,329 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $213,202 | 10,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $415,932 | 23,822 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $489,160 | 20,976 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $702,749 | 28,813 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||