Position in BP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$434,716
-$280,859 QoQ
Shares Held
11,765
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#549
of 1,162 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $32,261,680 across 10 Oil & Gas Integrated names. BP ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
127,125 | $17,380,530 | |
| 2 | CVX |
Chevron Corp
|
82,794 | $13,723,933 | |
| 3 | BP |
Bp PLC
This page
|
11,765 | $434,716 | |
| 4 | SHEL |
Shell plc
|
4,929 | $382,194 | |
| 5 | NFG |
National Fuel Gas Co
|
2,439 | $188,315 | |
| 6 | CVE |
Cenovus Energy Inc.
|
3,624 | $89,911 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,000 | $32,320 | |
| 8 | SU |
Suncor Energy Inc
|
289 | $15,513 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,716 | 11,765 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $715,575 | 15,225 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $410,716 | 11,826 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $429,991 | 12,478 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $447,393 | 14,948 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $643,665 | 19,049 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $333,436 | 11,280 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $415,289 | 13,230 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $336,091 | 9,310 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $326,120 | 8,655 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $523,459 | 14,787 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $679,342 | 17,545 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $623,574 | 17,670 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $553,696 | 14,594 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $617,527 | 17,679 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $555,668 | 19,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,153,391 | 40,684 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,202,195 | 40,891 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,108,154 | 41,613 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,201,126 | 43,949 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,174,897 | 44,470 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,255,437 | 51,558 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,059,878 | 51,651 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $835,024 | 47,825 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,137,969 | 48,798 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,112,232 | 45,602 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||