Position in BP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,279,998
+$363,752 QoQ
Shares Held
27,234
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 70.09987515605494.ToString("F0")%
Shared 0.ToString("F0")%
None 29.90012484394507.ToString("F0")%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $131,898,593 across 8 Oil & Gas Integrated names. BP ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
Exxon Mobil Corp
|
493,998 | $83,811,700 | |
| 2 | CVX |
Chevron Corp
|
152,848 | $31,624,250 | |
| 3 | NFG |
National Fuel Gas Co
|
134,004 | $12,591,015 | |
| 4 | BP |
Bp PLC
This page
|
27,234 | $1,279,998 | |
| 5 | SHEL |
Shell plc
|
11,540 | $1,073,220 | |
| 6 | TTE |
TotalEnergies SE
|
9,341 | $849,843 | |
| 7 | CVE |
Cenovus Energy Inc.
|
17,503 | $464,354 | |
| 8 | SU |
Suncor Energy Inc
|
3,089 | $204,213 |
All Filings in BP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,279,998 | 27,234 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $916,246 | 26,382 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $801,642 | 23,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $746,154 | 24,930 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $792,374 | 23,450 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,005,127 | 34,003 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $679,216 | 21,638 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $724,129 | 20,059 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $623,264 | 16,541 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $400,550 | 11,315 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $411,825 | 10,636 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $224,020 | 6,348 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $242,701 | 6,397 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $752,217 | 21,535 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $578,194 | 20,252 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||