Position in BP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$20,802
-$5,518 QoQ
Shares Held
563
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#995
of 1,162 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026Kozak & Associates, Inc. holds $1,063,355 across 4 Oil & Gas Integrated names. BP ranks #3 (2.0% of the industry book) .
All Filings in BP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,802 | 563 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $26,320 | 560 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $19,344 | 557 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $19,021 | 552 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $8,589 | 287 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,562 | 283 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,494 | 558 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $17,358 | 553 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $19,818 | 549 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $23,210 | 616 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $11,788 | 333 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $12,738 | 329 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $9,034 | 256 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $9,522 | 251 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $8,767 | 251 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $7,166 | 251 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $7,030 | 248 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $7,114 | 242 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $6,444 | 242 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $6,531 | 239 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||