Position in BP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,893,221
-$847,697 QoQ
Shares Held
78,301
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#203
of 1,162 holders
Holding Since
Mar 2020
8 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, 2026Carolina Wealth Advisors, LLC holds $2,893,221 across 1 Oil & Gas Integrated name. BP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BP |
Bp PLC
This page
|
78,301 | $2,893,221 |
All Filings in BP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,893,221 | 78,301 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,740,918 | 79,594 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $60,013 | 1,728 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $58,547 | 1,699 | Shares | Sole | 2025-10-07 | |
| 2020-12-31 | $2,482 | 121 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,112 | 121 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,821 | 121 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,951 | 121 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||