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Avantra Family Wealth, Inc.

Position in BP — Bp PLC

CIK 1774744 MECHANICSBURG, PA

Position in BP

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$969,469
-$333,600 QoQ
Shares Held
20,627
-45.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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, 2026

Avantra Family Wealth, Inc. holds $1,754,766 across 3 Oil & Gas Integrated names.

# Ticker Company Shares Value (USD) Open

All Filings in BP

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $969,469 20,627
2025-12-31 $1,303,069 37,520
2025-09-30 $1,258,582 36,523
2025-06-30 $241,924 8,083
2025-03-31 $1,020,931 30,214
2024-12-31 $727,885 24,624