Position in BP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$966,569
-$326,448 QoQ
Shares Held
26,159
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
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, 2026AE Wealth Management LLC holds $93,126,139 across 7 Oil & Gas Integrated names. BP ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
528,734 | $87,642,909 | |
| 2 | TTE |
TotalEnergies SE
|
24,862 | $1,933,263 | |
| 3 | SHEL |
Shell plc
|
14,501 | $1,124,402 | |
| 4 | NFG |
National Fuel Gas Co
|
12,706 | $981,011 | |
| 5 | BP |
Bp PLC
This page
|
26,159 | $966,569 | |
| 6 | SU |
Suncor Energy Inc
|
4,975 | $267,053 | |
| 7 | IMO |
Imperial Oil Ltd
|
1,883 | $210,932 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,569 | 26,159 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,293,017 | 27,511 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $995,010 | 28,650 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $779,274 | 22,614 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $623,920 | 20,846 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $822,987 | 24,356 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $684,875 | 23,169 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $527,727 | 16,812 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $780,878 | 21,631 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $866,036 | 22,984 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $12,303,199 | 347,548 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,242,704 | 342,012 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,113,363 | 343,252 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,684,980 | 387,058 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,044,084 | 373,435 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,230,207 | 358,326 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,721,328 | 342,904 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,405,683 | 251,894 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,017,297 | 263,511 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,135,207 | 261,076 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,595,254 | 211,781 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,557,072 | 146,081 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,174,772 | 154,716 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,962,826 | 226,966 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,190,114 | 179,679 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,262,567 | 174,767 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||