Concord Wealth Partners

Position in BP — Bp PLC

CIK 1814214 ABINGDON, VA

Position in BP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$26,345

+$2,139 QoQ

Shares Held

713

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#970

of 1,163 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $8,243,126 across 5 Oil & Gas Integrated names. BP ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	35,786	$4,892,661
2	CVX	Chevron Corp	19,772	$3,277,406
3	SHEL	Shell plc	464	$35,978
4	BP	Bp PLC This page	713	$26,345
5	SU	Suncor Energy Inc	200	$10,736

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,345	713	+2.3%	Shares	Sole	2026-07-27
2025-12-31	$24,206	697	+1.5%	Shares	Sole	2026-01-29
2025-09-30	$23,674	687	+1.5%	Shares	Sole	2025-11-05
2025-06-30	$20,262	677	+1.7%	Shares	Sole	2025-07-25
2025-03-31	$22,504	666	-3.2%	Shares	Sole	2025-05-02
2024-12-31	$20,337	688	-41.5%	Shares	Sole	2025-01-24
2024-09-30	$36,946	1,177	+3.5%	Shares	Sole	2024-10-24
2024-06-30	$41,045	1,137	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$42,578	1,130	+0.6%	Shares	Sole	2024-04-30
2023-12-31	$39,754	1,123	+0.7%	Shares	Sole	2024-04-30
2023-09-30	$43,172	1,115	+0.6%	Shares	Sole	2024-04-30
2023-06-30	$39,101	1,108	+0.5%	Shares	Sole	2023-08-08
2023-03-31	$41,809	1,102	+0.5%	Shares	Sole	2023-04-26
2022-12-31	$38,283	1,096	+1.3%	Shares	Sole	2023-01-30
2022-06-30	$30,674	1,082	-6.6%	Shares	Sole	2022-08-04
2022-03-31	$34,074	1,159	-9.0%	Shares	Sole	2022-04-20
2021-12-31	$33,899	1,273	+154.6%	Shares	Sole	2022-01-21
2021-09-30	$13,665	500	-19.5%	Shares	Sole	2021-11-09
2021-06-30	$16,406	621	0.0%	Shares	Sole	2021-07-29
2021-03-31	$15,121	621	+24.2%	Shares	Sole	2021-05-13
2020-12-31	$10,260	500	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.