Position in BP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$313,964
-$85,395 QoQ
Shares Held
8,497
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#651
of 1,162 holders
Holding Since
Mar 2020
24 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $4,713,915 across 3 Oil & Gas Integrated names. BP ranks #3 (6.7% of the industry book) .
All Filings in BP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,964 | 8,497 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $399,359 | 8,497 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $249,604 | 7,187 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $247,595 | 7,185 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $237,763 | 7,944 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $241,970 | 7,161 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $215,315 | 7,284 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $225,976 | 7,199 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $259,775 | 7,196 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $271,069 | 7,194 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $273,819 | 7,735 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $307,088 | 7,931 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $304,835 | 8,638 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $326,777 | 8,613 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $203,818 | 7,139 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $202,645 | 7,148 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $210,151 | 7,148 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $199,781 | 7,310 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $188,374 | 7,130 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $188,493 | 7,741 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $158,845 | 7,741 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $134,634 | 7,711 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $202,021 | 8,663 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $220,656 | 9,047 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||