Position in BP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,737,941
-$410,852 QoQ
Shares Held
47,035
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#267
of 1,163 holders
Holding Since
Mar 2020
26 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, 2026Merit Financial Group, LLC holds $95,113,975 across 10 Oil & Gas Integrated names. BP ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
416,171 | $56,898,893 | |
| 2 | CVX |
Chevron Corp
|
185,088 | $30,680,182 | |
| 3 | SHEL |
Shell plc
|
28,145 | $2,182,360 | |
| 4 | BP |
Bp PLC
This page
|
47,035 | $1,737,941 | |
| 5 | NFG |
National Fuel Gas Co
|
14,134 | $1,091,283 | |
| 6 | TTE |
TotalEnergies SE
|
13,303 | $1,034,438 | |
| 7 | SU |
Suncor Energy Inc
|
15,659 | $840,572 | |
| 8 | E |
Eni Spa
|
5,834 | $273,379 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,737,941 | 47,035 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,148,793 | 45,719 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,834,229 | 52,814 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,761,732 | 51,124 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,517,840 | 50,713 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,419,348 | 42,005 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $656,350 | 22,204 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $676,956 | 21,566 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $721,133 | 19,976 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $728,731 | 19,340 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $535,106 | 15,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $585,562 | 15,123 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $524,868 | 14,873 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $570,352 | 15,033 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $529,853 | 15,169 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $436,301 | 15,282 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $433,216 | 15,281 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $401,045 | 13,641 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $462,722 | 17,376 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $483,904 | 17,706 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $388,532 | 14,706 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $367,928 | 15,110 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $317,198 | 15,458 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $236,757 | 13,560 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $213,378 | 9,150 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $230,656 | 9,457 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||