Naviter Wealth, LLC

Position in BP — Bp PLC

CIK 1855567 LITTLE ROCK, AR

Position in BP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,274,198

-$203,031 QoQ

Shares Held

61,548

+16.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#229

of 1,164 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Energy · as of Jun 30, 2026

Naviter Wealth, LLC holds $12,815,068 across 6 Oil & Gas Integrated names. BP ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHEL	Shell plc	73,317	$5,685,000
2	CVX	Chevron Corp	20,546	$3,405,704
3	BP	Bp PLC This page	61,548	$2,274,198
4	PBR	Petrobras - Petroleo Brasileiro SA	54,540	$834,867
5	EQNR	Equinor ASA	10,455	$328,287
6	TTE	TotalEnergies SE	3,691	$287,012

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,274,198	61,548	+16.8%	Shares	Sole	2026-08-07
2026-03-31	$2,477,229	52,707	+5.3%	Shares	Sole	2026-04-10
2025-12-31	$1,737,889	50,040	-9.7%	Shares	Sole	2026-01-21
2025-09-30	$1,909,049	55,399	+2.7%	Shares	Sole	2025-11-06
2025-06-30	$1,615,022	53,960	-3.2%	Shares	Sole	2025-07-28
2025-03-31	$1,883,387	55,738	+4.1%	Shares	Sole	2025-04-25
2024-12-31	$1,583,322	53,563	-21.0%	Shares	Sole	2025-02-07
2024-09-30	$2,128,963	67,823	-1.3%	Shares	Sole	2024-10-16
2024-06-30	$2,480,575	68,714	+5.6%	Shares	Sole	2024-08-02
2024-03-31	$2,452,854	65,097	+9.1%	Shares	Sole	2024-04-18
2023-12-31	$2,111,503	59,647	+30.1%	Shares	Sole	2024-02-05
2023-09-30	$1,775,234	45,848	+15.3%	Shares	Sole	2023-11-14
2023-06-30	$1,403,765	39,778	+15.4%	Shares	Sole	2023-07-20
2023-03-31	$1,307,526	34,463	+8.4%	Shares	Sole	2023-04-12
2022-12-31	$1,110,808	31,801	+13.6%	Shares	Sole	2023-01-31
2022-09-30	$799,114	27,990	+2.7%	Shares	Sole	2022-10-27
2022-06-30	$772,906	27,263	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.