Keystone Financial Group

Position in BP — Bp PLC

CIK 1729299 LEXINGTON, KY

Position in BP

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$299,061

+$57,931 QoQ

Shares Held

6,363

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Keystone Financial Group holds $11,558,535 across 3 Oil & Gas Integrated names.

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	47,877	$6,545,743
2	CVX	Chevron Corp	27,951	$4,633,157
3	SHEL	Shell plc	4,896	$379,635

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$299,061	6,363	-8.4%	Shares	Sole	2026-05-13
2025-12-31	$241,130	6,943	-5.7%	Shares	Sole	2026-02-06
2025-09-30	$253,660	7,361	-7.9%	Shares	Sole	2025-11-17
2025-06-30	$239,110	7,989	-4.4%	Shares	Sole	2025-08-13
2025-03-31	$282,247	8,353	-4.0%	Shares	Sole	2025-05-13
2024-12-31	$257,112	8,698	-23.6%	Shares	Sole	2025-02-13
2024-09-30	$357,563	11,391	+3.4%	Shares	Sole	2025-02-19
2024-06-30	$397,605	11,014	-3.9%	Shares	Sole	2024-07-31
2024-03-31	$431,662	11,456	+0.6%	Shares	Sole	2024-05-08
2023-12-31	$402,993	11,384	+2.0%	Shares	Sole	2024-02-14
2023-09-30	$432,076	11,159	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$393,377	11,147	-4.2%	Shares	Sole	2023-08-07
2022-12-31	$406,445	11,636	-0.8%	Shares	Sole	2023-02-07
2022-09-30	$334,920	11,731	+5.0%	Shares	Sole	2022-11-10
2022-06-30	$316,782	11,174	+0.1%	Shares	Sole	2022-08-05
2022-03-31	$328,221	11,164	-7.1%	Shares	Sole	2022-05-13
2021-12-31	$320,119	12,021	-5.4%	Shares	Sole	2022-02-11
2021-09-30	$347,172	12,703	+4.5%	Shares	Sole	2021-11-12
2021-06-30	$321,082	12,153	+8.3%	Shares	Sole	2021-08-13
2021-03-31	$273,207	11,220	-1.8%	Shares	Sole	2021-05-11
2020-12-31	$234,564	11,431	-58.1%	Shares	Sole	2021-02-10
2020-09-30	$476,186	27,273	-3.2%	Shares	Sole	2020-11-13
2020-06-30	$656,924	28,170	+4.0%	Shares	Sole	2020-08-13
2020-03-31	$660,651	27,087	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.