Position in BP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,519,051
-$1,527,536 QoQ
Shares Held
41,111
-36.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#289
of 1,168 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Wealth, LLC holds $101,353,244 across 10 Oil & Gas Integrated names. BP ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,148,025 | $61,625,982 | |
| 2 | CVX |
Chevron Corp
|
69,556 | $11,529,602 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
77,751 | $10,630,116 | |
| 4 | IMO |
Imperial Oil Ltd
|
60,695 | $6,799,053 | |
| 5 | TTE |
TotalEnergies SE
|
53,133 | $4,131,622 | |
| 6 | SHEL |
Shell plc
|
52,083 | $4,038,515 | |
| 7 | BP |
Bp PLC
This page
|
41,111 | $1,519,051 | |
| 8 | CVE |
Cenovus Energy Inc.
|
22,515 | $558,597 |
All Filings in BP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,051 | 41,111 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||