Position in BP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,581,977
-$559,907 QoQ
Shares Held
42,814
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#281
of 1,162 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $69,205,144 across 15 Oil & Gas Integrated names. BP ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
171,057 | $28,354,408 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
172,903 | $23,639,298 | |
| 3 | SHEL |
Shell plc
|
54,254 | $4,206,855 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
138,305 | $2,234,196 | |
| 5 | TTE |
TotalEnergies SE
|
28,331 | $2,203,018 | |
| 6 | BP |
Bp PLC
This page
|
42,814 | $1,581,977 | |
| 7 | SU |
Suncor Energy Inc
|
27,736 | $1,488,868 | |
| 8 | CVE |
Cenovus Energy Inc.
|
54,800 | $1,359,588 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,977 | 42,814 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,141,884 | 45,572 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $890,963 | 25,654 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,223,674 | 35,510 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,087,326 | 36,329 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,115,576 | 33,015 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $971,075 | 32,851 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,097,425 | 34,961 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,281,730 | 35,505 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,332,364 | 35,360 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,287,958 | 36,383 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,534,628 | 39,634 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,466,511 | 41,556 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,547,952 | 40,800 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,099,631 | 31,481 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $979,093 | 34,294 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,324,795 | 46,730 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $767,810 | 26,116 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $673,286 | 25,283 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $986,476 | 36,095 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $610,381 | 23,103 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $576,169 | 23,662 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $494,121 | 24,080 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $221,619 | 12,693 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $306,961 | 13,163 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $329,557 | 13,512 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||