Position in BP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$217,192
-$59,074 QoQ
Shares Held
5,878
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#785
of 1,162 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $6,679,781 across 3 Oil & Gas Integrated names. BP ranks #3 (3.3% of the industry book) .
All Filings in BP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,192 | 5,878 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $276,266 | 5,878 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $204,142 | 5,878 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $202,555 | 5,878 | Shares | Sole | 2025-10-21 | |
| 2024-06-30 | $212,195 | 5,878 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $221,483 | 5,878 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||