Position in BP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,542,034
-$610,848 QoQ
Shares Held
41,733
-8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#287
of 1,162 holders
Holding Since
Mar 2021
19 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $74,558,082 across 9 Oil & Gas Integrated names. BP ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
392,100 | $53,607,912 | |
| 2 | CVX |
Chevron Corp
|
66,204 | $10,973,975 | |
| 3 | SHEL |
Shell plc
|
45,721 | $3,545,206 | |
| 4 | TTE |
TotalEnergies SE
|
27,332 | $2,125,336 | |
| 5 | BP |
Bp PLC
This page
|
41,733 | $1,542,034 | |
| 6 | E |
Eni Spa
|
18,259 | $855,616 | |
| 7 | EQNR |
Equinor ASA
|
24,938 | $783,053 | |
| 8 | CVE |
Cenovus Energy Inc.
|
29,834 | $740,181 |
All Filings in BP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,034 | 41,733 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,152,882 | 45,806 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $204,726 | 5,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $596,145 | 19,918 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $694,418 | 20,551 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $631,519 | 21,364 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $590,445 | 18,810 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $993,038 | 27,508 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,209,980 | 32,112 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $763,011 | 21,554 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,323,256 | 34,175 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,491,849 | 42,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,649,479 | 43,476 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $552,417 | 15,815 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $409,749 | 14,352 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $369,031 | 13,017 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $205,535 | 6,991 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $257,436 | 9,744 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $242,915 | 9,976 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||