Position in BP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,046,587
+$412,838 QoQ
Shares Held
64,821
-14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026NewEdge Wealth, LLC holds $123,273,687 across 9 Oil & Gas Integrated names. BP ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,082,177 | $71,542,721 | |
| 2 | CVX |
Chevron Corp
|
67,966 | $14,062,165 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
80,099 | $13,589,596 | |
| 4 | IMO |
Imperial Oil Ltd
|
87,203 | $11,407,896 | |
| 5 | SHEL |
Shell plc
|
49,964 | $4,646,652 | |
| 6 | TTE |
TotalEnergies SE
|
47,592 | $4,329,920 | |
| 7 | BP |
Bp PLC
This page
|
64,821 | $3,046,587 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
19,807 | $410,995 |
All Filings in BP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,046,587 | 64,821 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,633,749 | 75,835 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,418,644 | 70,187 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,156,396 | 72,048 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,780,796 | 111,891 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,512,895 | 85,010 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,116,587 | 99,286 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,417,839 | 94,677 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,387,620 | 89,905 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,781,271 | 78,567 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,267,172 | 58,553 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,745,337 | 49,457 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,303,846 | 34,366 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,097,500 | 31,420 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $886,934 | 31,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $733,953 | 25,889 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||