Position in BP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$174,041
+$2,579 QoQ
Shares Held
3,703
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,980,647 across 8 Oil & Gas Integrated names. BP ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,972 | $1,013,209 | |
| 2 | CVX |
Chevron Corp
|
3,774 | $780,840 | |
| 3 | BP |
Bp PLC
This page
|
3,703 | $174,041 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
513 | $10,644 | |
| 5 | YPF |
Ypf Sociedad Anonima
|
21 | $970 | |
| 6 | IMO |
Imperial Oil Ltd
|
3 | $392 | |
| 7 | SHEL |
Shell plc
|
3 | $279 | |
| 8 | TTE |
TotalEnergies SE
|
3 | $272 |
All Filings in BP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,041 | 3,703 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $171,462 | 4,937 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $170,129 | 4,937 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $166,821 | 4,937 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $178,225 | 4,937 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $187,947 | 4,988 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $176,539 | 4,987 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $1,974,557 | 93,803 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $175,461 | 4,972 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $188,750 | 4,975 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,222 | 35 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,886 | 522 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $145,514 | 5,133 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $852 | 29 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $719 | 27 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $26 | 1 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $24 | 1 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $82 | 4 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $4,195 | 172 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||