Legacy Wealth Asset Management, LLC

Position in BP — Bp PLC

CIK 1846151 WOODBURY, MN

Position in BP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$559,312

-$157,626 QoQ

Shares Held

15,137

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#471

of 1,162 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $5,932,744 across 6 Oil & Gas Integrated names. BP ranks #6 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTE	TotalEnergies SE	30,163	$2,345,474
2	EQNR	Equinor ASA	28,030	$880,142
3	CVX	Chevron Corp	5,077	$841,563
4	SHEL	Shell plc	8,464	$656,298
5	PBR	Petrobras - Petroleo Brasileiro SA	40,220	$649,955
6	BP	Bp PLC This page	15,137	$559,312

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,312	15,137	-0.8%	Shares	Sole	2026-07-09
2026-03-31	$716,938	15,254	+1.3%	Shares	Sole	2026-04-08
2025-12-31	$522,964	15,058	+4.0%	Shares	Sole	2026-01-12
2025-09-30	$499,084	14,483	+1.0%	Shares	Sole	2025-10-14
2025-06-30	$429,076	14,336	+3.3%	Shares	Sole	2025-07-30
2025-03-31	$469,106	13,883	+3.5%	Shares	Sole	2025-04-09
2024-12-31	$396,399	13,410	-3.3%	Shares	Sole	2025-01-15
2024-09-30	$435,222	13,865	+3.2%	Shares	Sole	2024-10-23
2024-06-30	$485,184	13,440	+6.7%	Shares	Sole	2024-08-14
2024-03-31	$474,541	12,594	+3.6%	Shares	Sole	2024-04-19
2023-12-31	$430,464	12,160	+2.2%	Shares	Sole	2024-01-10
2023-09-30	$460,922	11,904	+2.5%	Shares	Sole	2023-11-01
2023-06-30	$409,999	11,618	+1.0%	Shares	Sole	2023-08-04
2023-03-31	$436,234	11,498	-29.6%	Shares	Sole	2023-04-24
2022-12-31	$570,546	16,334	-3.1%	Shares	Sole	2023-02-02
2022-09-30	$481,353	16,860	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.