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Aegis Wealth Management LLC

Position in BP — Bp PLC

CIK 1628818 BETHESDA, MD

Position in BP

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$474,438
-$129,042 QoQ
Shares Held
12,840
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#525
of 1,162 holders
Holding Since
Dec 2024
7 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, 2026

Aegis Wealth Management LLC holds $1,856,315 across 3 Oil & Gas Integrated names. BP ranks #3 (25.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BP
Bp PLC
This page
12,840 $474,438

All Filings in BP

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $474,438 12,840
2026-03-31 $603,480 12,840
2025-12-31 $402,242 11,582
2025-09-30 $406,386 11,793
2025-06-30 $352,964 11,793
2025-03-31 $398,485 11,793
2024-12-31 $348,601 11,793