Position in BP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,299,509
-$638,179 QoQ
Shares Held
62,233
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#225
of 1,162 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Heritage Trust Co holds $16,653,642 across 3 Oil & Gas Integrated names. BP ranks #3 (13.8% of the industry book) .
All Filings in BP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,299,509 | 62,233 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,937,688 | 62,504 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,167,290 | 62,404 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,112,087 | 61,291 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,329,041 | 44,405 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,151,393 | 34,075 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $673,731 | 22,792 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $918,708 | 25,449 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $958,918 | 25,449 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $926,524 | 26,173 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $990,186 | 25,573 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $902,471 | 25,573 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $919,969 | 24,248 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $846,982 | 24,248 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $687,141 | 24,068 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $684,142 | 24,132 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $707,599 | 24,068 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $640,930 | 24,068 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $657,778 | 24,068 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $868,134 | 32,859 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $817,819 | 33,586 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||