SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in BP — Bp PLC

CIK 1794153 MINNEAPOLIS, MN

Position in BP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$353,537

-$96,159 QoQ

Shares Held

9,568

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#611

of 1,164 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $2,763,050 across 5 Oil & Gas Integrated names. BP ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	6,811	$1,128,991
2	XOM	ExxonMobil Holdings Corp	5,099	$697,135
3	EQNR	Equinor ASA	11,350	$356,390
4	BP	Bp PLC This page	9,568	$353,537
5	NFG	National Fuel Gas Co	2,940	$226,997

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,537	9,568	0.0%	Shares	Sole	2026-08-07
2026-03-31	$449,696	9,568	0.0%	Shares	Sole	2026-05-08
2025-12-31	$332,296	9,568	0.0%	Shares	Sole	2026-02-09
2025-09-30	$329,713	9,568	0.0%	Shares	Sole	2025-11-07
2025-06-30	$286,370	9,568	+0.5%	Shares	Sole	2025-08-08
2025-03-31	$321,579	9,517	-3.1%	Shares	Sole	2025-05-02
2024-12-31	$290,190	9,817	0.0%	Shares	Sole	2025-02-07
2024-09-30	$308,155	9,817	-9.2%	Shares	Sole	2024-11-08
2024-06-30	$390,493	10,817	0.0%	Shares	Sole	2024-08-02
2024-03-31	$407,584	10,817	-2.3%	Shares	Sole	2024-05-03
2023-12-31	$391,771	11,067	-5.6%	Shares	Sole	2024-02-05
2023-09-30	$454,030	11,726	0.0%	Shares	Sole	2023-11-03
2023-06-30	$413,810	11,726	-5.5%	Shares	Sole	2023-08-11
2023-03-31	$470,721	12,407	+5.1%	Shares	Sole	2023-04-27
2022-12-31	$412,208	11,801	0.0%	Shares	Sole	2023-02-09
2022-09-30	$336,918	11,801	-3.3%	Shares	Sole	2022-11-04
2022-06-30	$345,898	12,201	0.0%	Shares	Sole	2022-08-09
2022-03-31	$358,709	12,201	+1.2%	Shares	Sole	2022-05-11
2021-12-31	$320,918	12,051	-0.0%	Shares	Sole	2022-02-08
2021-09-30	$329,490	12,056	-0.6%	Shares	Sole	2021-10-21
2021-06-30	$320,368	12,126	0.0%	Shares	Sole	2021-07-28
2021-03-31	$295,268	12,126	0.0%	Shares	Sole	2021-05-07
2020-12-31	$248,825	12,126	-14.2%	Shares	Sole	2021-02-12
2020-09-30	$246,639	14,126	+12.5%	Shares	Sole	2020-11-03
2020-06-30	$292,689	12,551	+0.8%	Shares	Sole	2020-07-15
2020-03-31	$303,679	12,451	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.