IEQ CAPITAL, LLC

Position in BP — Bp PLC

CIK 1779789 Foster City, CA

Position in BP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,882,602

-$781,593 QoQ

Shares Held

50,950

-10.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#256

of 1,163 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $111,223,088 across 13 Oil & Gas Integrated names. BP ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	347,803	$47,551,625
2	CVX	Chevron Corp	265,948	$44,083,540
3	SHEL	Shell plc	57,229	$4,437,536
4	TTE	TotalEnergies SE	37,977	$2,953,091
5	BP	Bp PLC This page	50,950	$1,882,602
6	NFG	National Fuel Gas Co	22,241	$1,717,226
7	CVE	Cenovus Energy Inc.	64,144	$1,591,412
8	EQNR	Equinor ASA	48,624	$1,526,793

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,882,602	50,950	-10.1%	Shares	Sole	2026-08-11
2026-03-31	$2,664,195	56,685	-17.5%	Shares	Other	2026-05-15
2025-12-31	$2,386,193	68,707	-8.0%	Shares	Other	2026-02-13
2025-09-30	$2,574,264	74,703	+394.6%	Shares	Sole	2025-11-14
2025-06-30	$452,032	15,103	-2.3%	Shares	Other	2025-08-14
2025-03-31	$522,123	15,452	+16.6%	Shares	Other	2025-05-14
2024-12-31	$391,670	13,250	-14.2%	Shares	Other	2025-02-03
2024-09-30	$484,943	15,449	+61.3%	Shares	Other	2024-11-14
2024-06-30	$345,801	9,579	+10.3%	Shares	Other	2024-08-12
2024-03-31	$327,100	8,681	+1.2%	Shares	Other	2024-05-09
2023-12-31	$303,696	8,579	+31.7%	Shares	Other	2024-02-07
2023-09-30	$252,222	6,514	-6.6%	Shares	Other	2023-11-06
2023-06-30	$246,112	6,974	-84.0%	Shares	Other	2023-08-08
2023-03-31	$1,652,399	43,553	+21.4%	Shares	Other	2023-05-02
2022-12-31	$1,253,218	35,878	+1.0%	Shares	Sole	2023-02-06
2022-09-30	$1,014,295	35,527	+0.0%	Shares	Sole	2022-11-04
2022-06-30	$1,007,048	35,522	-5.5%	Shares	Sole	2022-07-27
2022-03-31	$1,104,969	37,584	+8.7%	Shares	Sole	2022-04-26
2021-12-31	$920,998	34,585	-8.4%	Shares	Sole	2022-01-31
2021-09-30	$1,032,144	37,766	+9.3%	Shares	Sole	2021-11-09
2021-06-30	$913,022	34,558	-1.0%	Shares	Sole	2021-07-29
2021-03-31	$850,155	34,914	+6.6%	Shares	Sole	2021-05-04
2020-12-31	$672,050	32,751	0.0%	Shares	Sole	2021-02-03
2020-09-30	$571,832	32,751	-13.5%	Shares	Sole	2020-11-03
2020-06-30	$882,685	37,851	-3.2%	Shares	Sole	2020-07-31
2020-03-31	$953,550	39,096	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.