Position in BP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$342,563
-$322,534 QoQ
Shares Held
9,271
-34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#620
of 1,162 holders
Holding Since
Mar 2020
25 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,697,647 across 12 Oil & Gas Integrated names. BP ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
23,471 | $3,208,955 | |
| 2 | CVX |
Chevron Corp
|
5,692 | $943,505 | |
| 3 | SHEL |
Shell plc
|
5,838 | $452,678 | |
| 4 | BP |
Bp PLC
This page
|
9,271 | $342,563 | |
| 5 | TTE |
TotalEnergies SE
|
2,994 | $232,813 | |
| 6 | SU |
Suncor Energy Inc
|
3,952 | $212,143 | |
| 7 | EQNR |
Equinor ASA
|
3,252 | $102,112 | |
| 8 | E |
Eni Spa
|
1,638 | $76,756 |
All Filings in BP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,563 | 9,271 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $665,097 | 14,151 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $632,120 | 18,201 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $632,892 | 18,366 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $590,488 | 19,729 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $610,990 | 18,082 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $472,960 | 16,000 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $632,320 | 20,144 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $747,486 | 20,706 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $737,209 | 19,565 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $733,311 | 20,715 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $788,726 | 20,370 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $720,515 | 20,417 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $517,349 | 13,636 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $485,142 | 13,889 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $400,299 | 14,021 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $443,195 | 15,633 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $678,140 | 23,066 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $646,815 | 24,289 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $666,770 | 24,397 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $479,655 | 18,155 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $423,032 | 17,373 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $231,054 | 11,260 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $306,820 | 13,157 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $212,802 | 8,725 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||