Position in BP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$733,974
-$298,334 QoQ
Shares Held
19,864
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#414
of 1,164 holders
Holding Since
Dec 2023
5 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, 2026WCG Wealth Advisors LLC holds $19,727,811 across 5 Oil & Gas Integrated names. BP ranks #5 (3.7% of the industry book) .
All Filings in BP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,974 | 19,864 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,032,308 | 21,964 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $697,378 | 20,080 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $403,854 | 10,718 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $491,812 | 13,893 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||