Valeo Financial Advisors, LLC

Position in BP — Bp PLC

CIK 1722641 CARMEL, IN

Back to BP Full portfolio

Position in BP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$903,205

-$267,424 QoQ

Shares Held

24,444

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#373

of 1,162 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BP Over Time

Shares Held

Position Value (USD)

Derivatives in BP

reported options exposure · as of Sep 30, 2020

CallValue

$90,792

CallShares

5,200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,073,541 across 5 Oil & Gas Integrated names. BP ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	45,590	$7,556,998
2	SHEL	Shell plc	16,583	$1,285,845
3	BP	Bp PLC This page	24,444	$903,205
4	TTE	TotalEnergies SE	10,118	$786,775
5	SU	Suncor Energy Inc	10,073	$540,718

All Filings in BP

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,205	24,444	-1.9%	Shares	Sole	2026-07-08
2026-03-31	$1,170,629	24,907	-16.5%	Shares	Sole	2026-05-08
2025-12-31	$1,035,891	29,827	+4.6%	Shares	Sole	2026-02-04
2025-09-30	$982,489	28,511	-7.0%	Shares	Sole	2025-11-03
2025-06-30	$917,174	30,644	-3.6%	Shares	Sole	2025-09-12
2025-03-31	$1,073,981	31,784	-19.0%	Shares	Sole	2025-04-30
2024-12-31	$1,160,082	39,245	-27.7%	Shares	Sole	2025-01-30
2024-09-30	$1,702,970	54,252	+15.9%	Shares	Sole	2024-10-10
2024-06-30	$1,689,768	46,808	-5.7%	Shares	Sole	2024-07-10
2024-03-31	$1,871,000	49,655	+10.1%	Shares	Sole	2024-04-25
2023-12-31	$1,596,469	45,098	-12.4%	Shares	Sole	2024-01-29
2023-09-30	$1,992,686	51,464	-16.1%	Shares	Sole	2023-10-20
2023-06-30	$2,163,876	61,317	-12.4%	Shares	Sole	2023-07-14
2023-03-31	$2,654,889	69,976	-14.3%	Shares	Sole	2023-04-17
2022-12-31	$2,850,462	81,605	+1.3%	Shares	Sole	2023-02-09
2022-09-30	$2,299,873	80,556	+13.9%	Shares	Sole	2022-10-31
2022-06-30	$2,005,904	70,755	+17.3%	Shares	Sole	2022-08-03
2022-03-31	$1,773,231	60,314	-17.3%	Shares	Sole	2022-04-28
2021-12-31	$1,942,551	72,946	+2.9%	Shares	Sole	2022-01-07
2021-09-30	$1,937,587	70,896	+2.8%	Shares	Sole	2021-11-02
2021-06-30	$1,821,606	68,948	-4.6%	Shares	Sole	2021-07-22
2021-03-31	$1,759,482	72,258	-1.1%	Shares	Sole	2021-04-12
2020-12-31	$1,499,396	73,070	+13.8%	Shares	Sole	2021-02-11
2020-09-30	$90,792	5,200	+420.0%	Call	Sole	2020-10-28
2020-09-30	$1,121,176	64,214	+17.8%	Shares	Sole	2020-10-28
2020-06-30	$23,320	1,000	-71.4%	Call	Sole	2020-07-20
2020-06-30	$1,271,429	54,521	+1.0%	Shares	Sole	2020-07-20
2020-03-31	$1,316,499	53,977	—	Shares	Sole	2020-04-13
2020-03-31	$85,365	3,500	—	Call	Sole	2020-04-13
No filing history on record for this holder in this stock.