Position in BP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,287,323
+$3,688,524 QoQ
Shares Held
143,094
+320.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#155
of 1,162 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $151,164,906 across 9 Oil & Gas Integrated names. BP ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
721,408 | $98,630,899 | |
| 2 | CVX |
Chevron Corp
|
242,427 | $40,184,698 | |
| 3 | BP |
Bp PLC
This page
|
143,094 | $5,287,323 | |
| 4 | SHEL |
Shell plc
|
44,421 | $3,444,403 | |
| 5 | SU |
Suncor Energy Inc
|
25,814 | $1,385,694 | |
| 6 | TTE |
TotalEnergies SE
|
11,597 | $901,782 | |
| 7 | NFG |
National Fuel Gas Co
|
8,077 | $623,624 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,399 | $492,775 |
All Filings in BP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,287,323 | 143,094 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,598,799 | 34,017 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $833,137 | 23,989 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $815,598 | 23,668 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $517,130 | 17,278 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,001,602 | 29,642 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $893,006 | 30,210 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $314,370 | 10,015 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $318,112 | 8,812 | Shares | Defined | 2024-08-15 | |
| 2023-09-30 | $360,521 | 9,311 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $213,292 | 6,044 | Shares | Sole | 2023-08-09 | |
| 2021-09-30 | $237,716 | 8,698 | Shares | Sole | 2022-02-15 | |
| 2020-06-30 | $585,098 | 25,090 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $347,972 | 14,267 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||