Williams Jones Wealth Management, LLC.

Position in BP — Bp PLC

CIK 1788587 New York, NY

Position in BP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$481,938

-$133,809 QoQ

Shares Held

13,043

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#518

of 1,162 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $59,418,407 across 5 Oil & Gas Integrated names. BP ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	296,164	$40,491,542
2	CVX	Chevron Corp	106,529	$17,658,247
3	SHEL	Shell plc	6,984	$541,539
4	BP	Bp PLC This page	13,043	$481,938
5	NFG	National Fuel Gas Co	3,175	$245,141

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,938	13,043	-0.4%	Shares	Sole	2026-08-05
2026-03-31	$615,747	13,101	+19.4%	Shares	Sole	2026-05-05
2025-12-31	$380,988	10,970	-12.0%	Shares	Sole	2026-02-13
2025-09-30	$429,716	12,470	0.0%	Shares	Sole	2025-11-14
2025-06-30	$373,227	12,470	0.0%	Shares	Sole	2025-08-14
2025-03-31	$421,361	12,470	0.0%	Shares	Sole	2025-05-15
2024-12-31	$368,613	12,470	0.0%	Shares	Sole	2025-02-14
2024-09-30	$391,433	12,470	-5.0%	Shares	Sole	2024-11-14
2024-06-30	$474,065	13,132	-10.9%	Shares	Sole	2024-08-05
2024-03-31	$555,478	14,742	-5.6%	Shares	Sole	2024-05-07
2023-12-31	$553,018	15,622	-4.2%	Shares	Sole	2024-02-14
2023-09-30	$631,252	16,303	-2.6%	Shares	Sole	2023-11-14
2023-06-30	$590,472	16,732	-15.0%	Shares	Sole	2023-08-14
2023-03-31	$746,924	19,687	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$696,399	19,937	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$573,883	20,101	-28.5%	Shares	Sole	2022-11-14
2022-06-30	$797,315	28,124	+196.0%	Shares	Sole	2022-08-15
2020-06-30	$221,540	9,500	-52.2%	Shares	Sole	2020-08-14
2020-03-31	$484,434	19,862	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.