Accel Wealth Management

Position in BP — Bp PLC

CIK 1838226 WAVERLY, IA

Position in BP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$281,891

-$89,597 QoQ

Shares Held

7,629

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#695

of 1,163 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Accel Wealth Management holds $2,357,736 across 3 Oil & Gas Integrated names. BP ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	6,545	$1,084,899
2	XOM	ExxonMobil Holdings Corp	7,248	$990,946
3	BP	Bp PLC This page	7,629	$281,891

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,891	7,629	-3.5%	Shares	Sole	2026-07-10
2026-03-31	$371,488	7,904	-3.1%	Shares	Sole	2026-04-08
2025-12-31	$283,431	8,161	-15.3%	Shares	Sole	2026-01-20
2025-09-30	$332,194	9,640	-4.7%	Shares	Sole	2025-10-08
2025-06-30	$302,861	10,119	-1.1%	Shares	Sole	2025-07-22
2025-03-31	$345,773	10,233	-4.5%	Shares	Sole	2025-04-10
2024-12-31	$316,676	10,713	-4.1%	Shares	Sole	2025-01-21
2024-09-30	$350,814	11,176	-2.4%	Shares	Sole	2024-10-15
2024-06-30	$413,453	11,453	+6.3%	Shares	Sole	2024-07-12
2024-03-31	$405,851	10,771	+3.4%	Shares	Sole	2024-04-19
2023-12-31	$368,903	10,421	+4.4%	Shares	Sole	2024-01-18
2023-09-30	$386,503	9,982	-6.0%	Shares	Sole	2023-10-19
2023-06-30	$374,568	10,614	+3.2%	Shares	Sole	2023-07-24
2023-03-31	$390,288	10,287	-0.3%	Shares	Sole	2023-04-20
2022-12-31	$360,233	10,313	-1.8%	Shares	Sole	2023-01-26
2022-09-30	$299,775	10,500	-0.1%	Shares	Sole	2022-10-12
2022-06-30	$297,958	10,510	+0.2%	Shares	Sole	2022-08-03
2022-03-31	$308,523	10,494	+3.0%	Shares	Sole	2022-04-29
2021-12-31	$271,359	10,190	+0.5%	Shares	Sole	2022-01-18
2021-09-30	$277,016	10,136	+0.0%	Shares	Sole	2021-11-04
2021-06-30	$267,713	10,133	-4.0%	Shares	Sole	2021-08-03
2021-03-31	$256,965	10,553	-1.9%	Shares	Sole	2021-05-10
2020-12-31	$220,733	10,757	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.