Position in BP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$204,296
-$112,578 QoQ
Shares Held
5,529
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#809
of 1,164 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Spire Wealth Management holds $11,006,709 across 9 Oil & Gas Integrated names. BP ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
47,899 | $6,548,750 | |
| 2 | CVX |
Chevron Corp
|
17,466 | $2,895,164 | |
| 3 | SHEL |
Shell plc
|
8,492 | $658,469 | |
| 4 | SU |
Suncor Energy Inc
|
8,797 | $472,222 | |
| 5 | BP |
Bp PLC
This page
|
5,529 | $204,296 | |
| 6 | IMO |
Imperial Oil Ltd
|
735 | $82,334 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
5,057 | $81,721 | |
| 8 | CVE |
Cenovus Energy Inc.
|
2,523 | $62,595 |
All Filings in BP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,296 | 5,529 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $316,874 | 6,742 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $219,285 | 6,314 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $265,686 | 7,710 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $196,400 | 6,562 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $261,602 | 7,742 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $200,505 | 6,783 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $246,442 | 7,851 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $304,214 | 8,427 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $422,505 | 11,213 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $421,720 | 11,913 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $470,370 | 12,148 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $287,437 | 8,145 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $302,116 | 7,963 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $134,096 | 3,839 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $103,036 | 3,609 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $336,968 | 11,886 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $531,111 | 18,065 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $682,899 | 25,644 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $620,554 | 22,706 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $615,586 | 23,300 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $720,078 | 29,572 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||