Position in BP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$403,120
-$295,347 QoQ
Shares Held
10,910
-26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#579
of 1,163 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $9,358,012 across 14 Oil & Gas Integrated names. BP ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
39,462 | $6,541,215 | |
| 2 | SHEL |
Shell plc
|
8,419 | $652,803 | |
| 3 | TTE |
TotalEnergies SE
|
6,767 | $526,197 | |
| 4 | BP |
Bp PLC
This page
|
10,910 | $403,120 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,516 | $281,839 | |
| 6 | E |
Eni Spa
|
5,098 | $238,888 | |
| 7 | NFG |
National Fuel Gas Co
|
2,612 | $201,667 | |
| 8 | SU |
Suncor Energy Inc
|
2,943 | $157,975 |
All Filings in BP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,120 | 10,910 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $698,467 | 14,861 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $492,363 | 14,177 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $503,941 | 14,624 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $465,019 | 15,537 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $360,908 | 10,681 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $278,539 | 9,423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $421,470 | 13,427 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $544,638 | 15,087 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $549,712 | 14,589 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $468,870 | 13,245 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $499,951 | 12,912 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $470,485 | 13,332 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $497,998 | 13,126 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $446,262 | 12,776 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $377,342 | 13,217 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $215,601 | 7,605 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $188,159 | 6,400 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $172,934 | 6,494 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||