Avion Wealth

Position in BP — Bp PLC

CIK 1792704 THE WOODLANDS, TX

Position in BP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$103,460

-$55,494 QoQ

Shares Held

2,800

-17.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#874

of 1,163 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avion Wealth holds $1,003,715 across 6 Oil & Gas Integrated names. BP ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	4,306	$713,762
2	SHEL	Shell plc	2,142	$166,090
3	BP	Bp PLC This page	2,800	$103,460
4	TTE	TotalEnergies SE	222	$17,262
5	NFG	National Fuel Gas Co	24	$1,853
6	SU	Suncor Energy Inc	24	$1,288

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,460	2,800	-17.2%	Shares	Sole	2026-07-31
2026-03-31	$158,954	3,382	+21.3%	Shares	Sole	2026-05-01
2025-12-31	$96,792	2,787	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$95,798	2,780	+0.8%	Shares	Sole	2025-10-24
2025-03-31	$81	2,757	0.0%	Shares	Sole	2025-05-09
2024-12-31	$81,496	2,757	+0.3%	Shares	Sole	2025-01-29
2024-09-30	$86,259	2,748	-11.1%	Shares	Sole	2024-10-18
2024-06-30	$111,585	3,091	+0.2%	Shares	Sole	2024-07-26
2024-03-31	$116,242	3,085	0.0%	Shares	Sole	2024-05-03
2023-12-31	$109,209	3,085	+0.2%	Shares	Sole	2024-01-26
2023-09-30	$119,218	3,079	+0.2%	Shares	Sole	2023-10-20
2023-06-30	$108,481	3,074	+0.3%	Shares	Sole	2023-07-14
2023-03-31	$116,248	3,064	+2.8%	Shares	Sole	2023-05-05
2022-12-31	$85	2,980	0.0%	Shares	Sole	2023-01-30
2022-09-30	$85,079	2,980	+0.2%	Shares	Sole	2022-10-31
2022-06-30	$84,341	2,975	+2.5%	Shares	Sole	2022-08-11
2022-03-31	$85,318	2,902	+0.2%	Shares	Sole	2022-05-04
2021-12-31	$77,147	2,897	+0.2%	Shares	Sole	2022-01-26
2021-09-30	$79,011	2,891	+0.2%	Shares	Sole	2021-11-01
2021-06-30	$76,248	2,886	+0.2%	Shares	Sole	2021-07-27
2021-03-31	$70,152	2,881	+0.2%	Shares	Sole	2021-05-06
2020-12-31	$59,015	2,876	+0.2%	Shares	Sole	2021-01-26
2020-09-30	$50,110	2,870	+0.2%	Shares	Sole	2020-10-30
2020-06-30	$66,765	2,863	0.0%	Shares	Sole	2020-07-29
2020-03-31	$69,828	2,863	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.