WFA of San Diego, LLC

Position in BP — Bp PLC

CIK 1821407 SAN DIEGO, CA

Position in BP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$17,578

-$30,627 QoQ

Shares Held

374

-73.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WFA of San Diego, LLC holds $1,825,265 across 2 Oil & Gas Integrated names.

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp	10,888	$1,488,607
2	CVX	Chevron Corp	2,031	$336,658

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,578	374	-73.1%	Shares	Sole	2026-05-11
2025-12-31	$48,205	1,388	-10.2%	Shares	Sole	2026-02-17
2025-09-30	$53,240	1,545	0.0%	Shares	Sole	2026-02-17
2025-06-30	$46,241	1,545	+152.0%	Shares	Sole	2025-08-15
2024-09-30	$19,242	613	0.0%	Shares	Sole	2024-11-13
2024-06-30	$22,129	613	0.0%	Shares	Sole	2024-08-14
2023-09-30	$23,735	613	0.0%	Shares	Sole	2023-11-02
2023-06-30	$21,632	613	-62.3%	Shares	Sole	2023-08-10
2022-12-31	$56,831	1,627	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.