PERSONAL CFO SOLUTIONS, LLC

Position in BP — Bp PLC

CIK 1677501 CHESTER, NJ

Position in BP

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$400,064

-$172,737 QoQ

Shares Held

8,512

-48.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Energy · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $5,738,699 across 6 Oil & Gas Integrated names.

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	24,314	$4,030,288
2	SHEL	Shell plc	5,936	$460,277
3	PBR	Petrobras - Petroleo Brasileiro SA	27,920	$451,187
4	TTE	TotalEnergies SE	3,946	$306,840
5	E	Eni Spa	5,363	$251,310
6	EQNR	Equinor ASA	7,605	$238,797

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$400,064	8,512	-48.4%	Shares	Sole	2026-04-30
2025-12-31	$572,801	16,493	-4.5%	Shares	Defined	2026-01-22
2025-09-30	$594,917	17,264	+3.4%	Shares	Defined	2025-11-10
2025-06-30	$499,561	16,691	+12.4%	Shares	Defined	2025-08-12
2025-03-31	$501,578	14,844	-0.1%	Shares	Defined	2025-04-30
2024-12-31	$439,291	14,861	-3.8%	Shares	Defined	2025-02-07
2024-09-30	$485,038	15,452	+4.0%	Shares	Defined	2024-11-14
2024-06-30	$536,301	14,856	+3.0%	Shares	Defined	2024-08-09
2024-03-31	$543,383	14,421	+39.8%	Shares	Defined	2024-05-13
2023-12-31	$365,151	10,315	+9.6%	Shares	Defined	2024-02-13
2023-09-30	$364,548	9,415	+4.6%	Shares	Defined	2023-11-13
2023-06-30	$317,645	9,001	-4.5%	Shares	Defined	2023-08-10
2023-03-31	$357,660	9,427	-11.4%	Shares	Defined	2023-05-09
2022-12-31	$371,794	10,644	-18.4%	Shares	Defined	2023-02-14
2022-09-30	$372,520	13,048	-2.3%	Shares	Defined	2022-11-01
2022-06-30	$378,500	13,351	-4.7%	Shares	Defined	2022-08-05
2022-03-31	$411,952	14,012	+12.3%	Shares	Defined	2022-05-02
2021-12-31	$332,369	12,481	+11.2%	Shares	Defined	2022-02-11
2021-09-30	$306,642	11,220	+8.1%	Shares	Defined	2021-11-18
2021-06-30	$274,239	10,380	+8.6%	Shares	Defined	2021-07-22
2021-03-31	$232,639	9,554	-19.5%	Shares	Defined	2021-04-21
2020-03-31	$289,436	11,867	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.