Insight Wealth Partners, LLC

Position in BP — Bp PLC

CIK 1627003 Plano, TX

Position in BP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$261,602

+$40,714 QoQ

Shares Held

5,566

-13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Insight Wealth Partners, LLC holds $2,871,164 across 2 Oil & Gas Integrated names.

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp	10,901	$1,490,384
2	CVX	Chevron Corp	8,330	$1,380,780

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$261,602	5,566	-13.2%	Shares	Sole	2026-05-14
2025-09-30	$220,888	6,410	-3.5%	Shares	Sole	2025-11-12
2025-03-31	$224,466	6,643	+1.6%	Shares	Sole	2025-05-15
2024-09-30	$205,290	6,540	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$240,281	6,656	+8.1%	Shares	Sole	2024-07-18
2024-03-31	$232,033	6,158	+0.7%	Shares	Sole	2024-05-10
2023-12-31	$216,400	6,113	-2.5%	Shares	Sole	2024-02-13
2023-09-30	$242,658	6,267	-0.3%	Shares	Sole	2023-10-30
2023-06-30	$221,868	6,287	0.0%	Shares	Sole	2023-08-11
2023-03-31	$238,528	6,287	+4.2%	Shares	Sole	2023-05-12
2022-12-31	$210,732	6,033	-17.2%	Shares	Sole	2023-02-01
2022-06-30	$206,501	7,284	—	Shares	Sole	2022-07-13
No filing history on record for this holder in this stock.