Position in BP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$213,016
-$67,339 QoQ
Shares Held
5,765
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#798
of 1,164 holders
Holding Since
Dec 2022
12 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, 2026Valtinson Bruner Financial Planning LLC holds $439,561 across 2 Oil & Gas Integrated names. BP ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,657 | $226,545 | |
| 2 | BP |
Bp PLC
This page
|
5,765 | $213,016 |
All Filings in BP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,016 | 5,765 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $280,355 | 5,965 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $207,164 | 5,965 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $205,553 | 5,965 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $201,557 | 5,965 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $215,336 | 5,965 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $224,761 | 5,965 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $211,161 | 5,965 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $230,964 | 5,965 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $210,504 | 5,965 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $221,949 | 5,850 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $204,340 | 5,850 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||