Position in BP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,712,632
-$1,207,149 QoQ
Shares Held
46,350
-25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#267
of 1,162 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $7,862,444 across 4 Oil & Gas Integrated names. BP ranks #3 (21.8% of the industry book) .
All Filings in BP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,712,632 | 46,350 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,919,781 | 62,123 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,692,408 | 77,524 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,629,677 | 76,311 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,880,771 | 62,839 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,055,918 | 60,844 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,423,964 | 48,172 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,079,399 | 66,244 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $1,196,119 | 33,894 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,233,619 | 32,515 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,163,483 | 33,309 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $982,576 | 34,416 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,001,803 | 35,337 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $947,591 | 32,231 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $863,477 | 32,425 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $851,520 | 31,157 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $723,141 | 27,371 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $369,194 | 15,162 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $284,756 | 13,877 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||