GREAT VALLEY ADVISOR GROUP, INC.

Position in BP — Bp PLC

CIK 1769897 WILMINGTON, DE

Position in BP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,168,063

-$246,778 QoQ

Shares Held

31,612

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#323

of 1,162 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $19,407,765 across 5 Oil & Gas Integrated names. BP ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	53,676	$8,897,333
2	XOM	ExxonMobil Holdings Corp	49,992	$6,834,906
3	SHEL	Shell plc	29,356	$2,276,264
4	BP	Bp PLC This page	31,612	$1,168,063
5	SU	Suncor Energy Inc	4,307	$231,199

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,063	31,612	+5.0%	Shares	Sole	2026-08-10
2026-03-31	$1,414,841	30,103	+8.5%	Shares	Sole	2026-05-11
2025-12-31	$963,896	27,754	+26.2%	Shares	Sole	2026-02-12
2025-09-30	$757,568	21,984	-10.5%	Shares	Sole	2025-11-14
2025-06-30	$735,320	24,568	-12.0%	Shares	Sole	2025-08-14
2025-03-31	$943,281	27,916	+23.4%	Shares	Sole	2025-05-08
2024-12-31	$668,824	22,626	-5.2%	Shares	Sole	2025-02-24
2024-09-30	$749,373	23,873	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$836,112	23,161	-0.3%	Shares	Sole	2024-07-16
2024-03-31	$875,683	23,240	+4.6%	Shares	Sole	2024-05-06
2023-12-31	$786,552	22,219	+7.6%	Shares	Sole	2024-02-06
2023-09-30	$799,529	20,649	+29.2%	Shares	Sole	2023-11-07
2023-06-30	$563,863	15,978	-18.1%	Shares	Sole	2023-08-10
2023-03-31	$740,588	19,520	-54.9%	Shares	Sole	2023-05-03
2022-12-31	$1,510,617	43,247	-9.0%	Shares	Sole	2023-02-01
2022-09-30	$1,356,524	47,514	-6.8%	Shares	Sole	2022-10-21
2022-06-30	$1,445,424	50,985	+39.9%	Shares	Sole	2022-07-19
2022-03-31	$1,071,512	36,446	+53.7%	Shares	Sole	2022-04-20
2021-12-31	$631,423	23,711	+55.5%	Shares	Sole	2022-02-10
2021-09-30	$416,864	15,253	+21.2%	Shares	Sole	2021-10-14
2021-06-30	$332,627	12,590	—	Shares	Sole	2021-07-27
No filing history on record for this holder in this stock.