Wealth Dimensions Group, Ltd.

Position in BP — Bp PLC

CIK 1846462 CINCINNATI, OH

Position in BP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$285,919

-$77,579 QoQ

Shares Held

7,738

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#690

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

Wealth Dimensions Group, Ltd. holds $3,681,667 across 3 Oil & Gas Integrated names. BP ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	16,251	$2,221,836
2	CVX	Chevron Corp	7,082	$1,173,912
3	BP	Bp PLC This page	7,738	$285,919

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,919	7,738	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$363,498	7,734	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$268,462	7,730	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$271,062	7,866	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$235,279	7,861	+1.4%	Shares	Sole	2025-08-12
2025-03-31	$262,075	7,756	-2.5%	Shares	Sole	2025-05-05
2024-12-31	$235,061	7,952	+2.5%	Shares	Sole	2025-02-13
2024-09-30	$243,429	7,755	+0.7%	Shares	Sole	2024-11-12
2024-06-30	$278,114	7,704	+0.0%	Shares	Sole	2024-08-09
2024-03-31	$290,173	7,701	-17.9%	Shares	Sole	2024-05-09
2023-12-31	$332,193	9,384	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$362,496	9,362	-10.6%	Shares	Sole	2023-11-14
2023-06-30	$369,380	10,467	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$397,004	10,464	+0.2%	Shares	Sole	2023-05-09
2022-12-31	$364,913	10,447	+7.0%	Shares	Sole	2023-02-10
2022-09-30	$278,733	9,763	+0.2%	Shares	Sole	2022-11-10
2022-06-30	$276,129	9,740	+0.0%	Shares	Sole	2022-08-05
2022-03-31	$286,297	9,738	-13.7%	Shares	Sole	2022-05-04
2021-12-31	$300,599	11,288	0.0%	Shares	Sole	2022-02-04
2021-09-30	$308,501	11,288	+1.5%	Shares	Sole	2021-11-03
2021-06-30	$293,896	11,124	0.0%	Shares	Sole	2021-08-12
2021-03-31	$270,869	11,124	-12.5%	Shares	Sole	2021-05-13
2020-12-31	$260,870	12,713	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.