Position in BP
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$390,570
-$68,213 QoQ
Shares Held
8,310
-37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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, 2026TrueWealth Advisors, LLC holds $1,762,857 across 1 Oil & Gas Integrated name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
10,635 | $1,762,857 |
All Filings in BP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $390,570 | 8,310 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $458,783 | 13,210 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $588,818 | 17,087 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $500,998 | 16,739 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $523,440 | 15,491 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $444,139 | 15,025 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $400,222 | 12,750 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $418,868 | 11,603 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $361,878 | 9,604 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $336,618 | 9,509 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $351,887 | 9,088 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $329,996 | 9,351 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $444,618 | 11,719 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $428,975 | 12,281 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $278,162 | 9,743 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $264,335 | 9,324 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||