Robertson Stephens Wealth Management, LLC

Position in BP — Bp PLC

CIK 1767307 San Francisco, CA

Position in BP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$252,035

-$63,006 QoQ

Shares Held

6,821

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#732

of 1,162 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Energy · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $11,110,923 across 6 Oil & Gas Integrated names. BP ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	36,405	$4,977,291
2	CVX	Chevron Corp	21,952	$3,638,763
3	SU	Suncor Energy Inc	18,266	$980,518
4	TTE	TotalEnergies SE	10,772	$837,630
5	SHEL	Shell plc	5,477	$424,686
6	BP	Bp PLC This page	6,821	$252,035

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,035	6,821	+1.8%	Shares	Sole	2026-07-29
2026-03-31	$315,041	6,703	+4.4%	Shares	Sole	2026-04-28
2025-12-31	$223,036	6,422	+8.4%	Shares	Sole	2026-02-02
2025-09-30	$204,072	5,922	-10.7%	Shares	Sole	2025-11-12
2025-03-31	$223,960	6,628	-8.4%	Shares	Sole	2025-04-17
2024-09-30	$227,075	7,234	-9.8%	Shares	Sole	2024-11-12
2024-06-30	$289,377	8,016	+3.3%	Shares	Sole	2024-08-13
2024-03-31	$292,434	7,761	-0.5%	Shares	Sole	2024-05-15
2023-12-31	$276,120	7,800	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$301,861	7,796	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$275,014	7,793	-3.1%	Shares	Sole	2023-08-11
2023-03-31	$305,037	8,040	+16.1%	Shares	Sole	2023-05-11
2022-12-31	$241,960	6,927	-1.1%	Shares	Sole	2023-02-14
2022-03-31	$205,976	7,006	-62.5%	Shares	Sole	2022-05-16
2021-12-31	$497,022	18,664	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.