Position in BP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$305,982
-$152,926 QoQ
Shares Held
8,281
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#662
of 1,164 holders
Holding Since
Sep 2023
6 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, 2026Aprio Wealth Management, LLC holds $12,027,256 across 8 Oil & Gas Integrated names. BP ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
35,967 | $4,917,408 | |
| 2 | CVX |
Chevron Corp
|
26,442 | $4,383,025 | |
| 3 | SHEL |
Shell plc
|
12,427 | $963,589 | |
| 4 | IMO |
Imperial Oil Ltd
|
4,689 | $525,261 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,414 | $410,690 | |
| 6 | BP |
Bp PLC
This page
|
8,281 | $305,982 | |
| 7 | TTE |
TotalEnergies SE
|
3,398 | $264,228 | |
| 8 | SU |
Suncor Energy Inc
|
4,789 | $257,073 |
All Filings in BP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,982 | 8,281 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $458,908 | 9,764 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $328,858 | 9,469 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $504,721 | 14,937 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $234,972 | 7,949 | Shares | Sole | 2025-01-13 | |
| 2023-09-30 | $200,221 | 5,171 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||