SVB WEALTH LLC

Position in BP — Bp PLC

CIK 1626116 BOSTON, MA

Position in BP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$585,064

-$149,875 QoQ

Shares Held

15,834

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#458

of 1,164 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

SVB WEALTH LLC holds $9,049,009 across 3 Oil & Gas Integrated names. BP ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	49,079	$8,135,332
2	BP	Bp PLC This page	15,834	$585,064
3	SHEL	Shell plc	4,238	$328,613

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$585,064	15,834	+1.3%	Shares	Sole	2026-07-17
2026-03-31	$734,939	15,637	-1.9%	Shares	Sole	2026-04-17
2025-12-31	$553,838	15,947	-1.5%	Shares	Sole	2026-02-04
2025-09-30	$558,147	16,197	-2.9%	Shares	Sole	2025-11-06
2025-06-30	$499,441	16,687	-12.9%	Shares	Sole	2025-08-14
2025-03-31	$647,416	19,160	-3.6%	Shares	Sole	2025-05-14
2024-12-31	$587,652	19,880	-10.4%	Shares	Sole	2025-02-05
2024-06-30	$800,769	22,182	-12.4%	Shares	Sole	2024-08-06
2024-03-31	$953,641	25,309	-2.3%	Shares	Sole	2024-05-15
2023-12-31	$917,319	25,913	-0.1%	Shares	Sole	2024-01-30
2023-09-30	$1,004,047	25,931	-8.4%	Shares	Sole	2023-10-23
2023-06-30	$998,741	28,301	-5.8%	Shares	Sole	2023-07-24
2023-03-31	$1,140,436	30,059	+10.6%	Shares	Sole	2023-05-12
2022-12-31	$949,570	27,185	-4.5%	Shares	Sole	2023-02-10
2022-09-30	$812,931	28,474	+8.5%	Shares	Sole	2022-11-09
2022-06-30	$744,101	26,247	+20.7%	Shares	Sole	2022-08-16
2022-03-31	$639,243	21,743	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$572,251	21,489	-8.2%	Shares	Sole	2022-02-15
2021-09-30	$639,575	23,402	-56.7%	Shares	Sole	2021-11-09
2021-06-30	$1,426,599	53,997	-11.6%	Shares	Sole	2021-08-13
2021-03-31	$1,487,248	61,078	+4.2%	Shares	Sole	2021-05-11
2020-12-31	$1,202,922	58,622	+10.9%	Shares	Sole	2021-02-10
2020-09-30	$922,830	52,854	-12.9%	Shares	Sole	2020-11-10
2020-06-30	$1,414,473	60,655	+12.5%	Shares	Sole	2020-08-05
2020-03-31	$1,314,620	53,900	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.