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Independent Advisor Alliance

Position in BP — Bp PLC

CIK 1696899 CHARLOTTE, NC

Position in BP

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,087,844
-$379,402 QoQ
Shares Held
29,441
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#333
of 1,162 holders
Holding Since
Mar 2020
26 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, 2026

Independent Advisor Alliance holds $54,194,480 across 9 Oil & Gas Integrated names. BP ranks #4 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BP
Bp PLC
This page
29,441 $1,087,844

All Filings in BP

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,087,844 29,441
2026-03-31 $1,467,246 31,218
2025-12-31 $1,275,632 36,730
2025-09-30 $1,081,043 31,371
2025-06-30 $974,251 32,551
2025-03-31 $1,000,690 29,615
2024-12-31 $869,595 29,418
2024-09-30 $887,425 28,271
2024-06-30 $1,946,908 53,931
2024-03-31 $2,015,691 53,495
2023-12-31 $1,990,683 56,234
2023-09-30 $2,307,712 59,600
2023-06-30 $2,258,665 64,003
2023-03-31 $2,421,482 63,824
2022-12-31 $2,245,614 64,289
2022-09-30 $1,839,191 64,420
2022-06-30 $1,807,255 63,748
2022-03-31 $1,183,908 40,269
2021-12-31 $1,003,658 37,689
2021-09-30 $1,048,679 38,371
2021-06-30 $941,820 35,648
2021-03-31 $886,364 36,401
2020-12-31 $782,879 38,152
2020-09-30 $752,037 43,072
2020-06-30 $1,064,068 45,629
2020-03-31 $1,154,256 47,325