Position in BP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$538,176
+$115,740 QoQ
Shares Held
14,565
+62.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#486
of 1,163 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $33,195,719 across 7 Oil & Gas Integrated names. BP ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
132,140 | $18,066,180 | |
| 2 | CVX |
Chevron Corp
|
79,446 | $13,168,968 | |
| 3 | SHEL |
Shell plc
|
9,444 | $732,287 | |
| 4 | BP |
Bp PLC
This page
|
14,565 | $538,176 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,406 | $248,960 | |
| 6 | TTE |
TotalEnergies SE
|
2,896 | $225,192 | |
| 7 | NFG |
National Fuel Gas Co
|
2,797 | $215,956 |
All Filings in BP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,176 | 14,565 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $422,436 | 8,988 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $300,622 | 8,656 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $246,905 | 7,165 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $215,166 | 7,189 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $253,289 | 7,496 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $226,400 | 7,659 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $682,512 | 21,743 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $929,647 | 25,752 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $452,762 | 12,016 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $409,117 | 11,557 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $455,928 | 11,775 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $442,571 | 12,541 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $508,965 | 13,415 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $337,738 | 9,669 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $268,312 | 9,398 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $275,391 | 9,714 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $377,143 | 12,828 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $228,591 | 8,584 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $260,017 | 9,514 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $231,967 | 8,780 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $215,448 | 8,848 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $254,071 | 10,895 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $286,875 | 11,762 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||