Foundations Investment Advisors, LLC

Endowment

Position in BP — Bp PLC

CIK 1743404 PHOENIX, AZ

Position in BP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$639,715

-$39,999 QoQ

Shares Held

17,313

+19.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#437

of 1,164 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $41,227,112 across 5 Oil & Gas Integrated names. BP ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	213,249	$29,155,402
2	CVX	Chevron Corp	63,741	$10,565,707
3	BP	Bp PLC This page	17,313	$639,715
4	TTE	TotalEnergies SE	6,047	$470,214
5	SHEL	Shell plc	5,108	$396,074

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,715	17,313	+19.7%	Shares	Sole	2026-08-14
2026-03-31	$679,714	14,462	+13.4%	Shares	Sole	2026-05-11
2025-12-31	$443,050	12,757	-17.2%	Shares	Sole	2026-02-10
2025-09-30	$530,615	15,398	-4.7%	Shares	Sole	2025-11-03
2025-06-30	$483,339	16,149	+43.3%	Shares	Sole	2025-08-08
2025-03-31	$380,779	11,269	-2.3%	Shares	Sole	2025-05-07
2024-12-31	$341,033	11,537	+6.2%	Shares	Sole	2025-01-22
2024-09-30	$340,926	10,861	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$391,540	10,846	+19.0%	Shares	Sole	2024-08-02
2024-03-31	$343,453	9,115	+1.5%	Shares	Sole	2024-05-13
2023-12-31	$317,927	8,981	+28.9%	Shares	Sole	2024-02-08
2023-09-30	$269,800	6,968	-4.3%	Shares	Sole	2023-10-05
2023-06-30	$256,911	7,280	+14.2%	Shares	Sole	2023-07-19
2023-03-31	$241,867	6,375	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.