Position in BP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,828,005
-$3,431,973 QoQ
Shares Held
211,854
-11.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#125
of 1,163 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Derivatives in BP
reported options exposure · as of Jun 30, 2026CallValue
$7,390
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $513,937,016 across 13 Oil & Gas Integrated names. BP ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,134,401 | $291,815,304 | |
| 2 | CVX |
Chevron Corp
|
1,131,012 | $187,476,549 | |
| 3 | SHEL |
Shell plc
|
147,976 | $11,474,059 | |
| 4 | BP |
Bp PLC
This page
|
211,854 | $7,828,005 | |
| 5 | TTE |
TotalEnergies SE
|
66,428 | $5,165,441 | |
| 6 | SU |
Suncor Energy Inc
|
91,242 | $4,897,870 | |
| 7 | NFG |
National Fuel Gas Co
|
35,134 | $2,712,696 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
50,737 | $819,909 |
All Filings in BP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,828,005 | 211,854 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $7,390 | 200 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $11,259,978 | 239,574 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,650,355 | 277,868 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,252,268 | 268,493 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,084,541 | 270,115 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,782,392 | 259,911 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,494,258 | 253,527 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $7,606,518 | 242,323 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,873,416 | 245,801 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,218,121 | 218,103 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,460,904 | 210,760 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,360,151 | 215,913 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $832,491 | 23,590 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $936,359 | 24,680 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||