Herold Advisors, Inc.

Position in BP — Bp PLC

CIK 1891713 New York, NY

Position in BP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$887,243

-$225,341 QoQ

Shares Held

24,012

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#378

of 1,164 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Herold Advisors, Inc. holds $17,006,190 across 6 Oil & Gas Integrated names. BP ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	65,431	$8,945,726
2	CVX	Chevron Corp	29,727	$4,927,547
3	SHEL	Shell plc	21,831	$1,692,775
4	BP	Bp PLC This page	24,012	$887,243
5	NFG	National Fuel Gas Co	4,193	$323,741
6	TTE	TotalEnergies SE	2,947	$229,158

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$887,243	24,012	+1.4%	Shares	Sole	2026-07-22
2026-03-31	$1,112,584	23,672	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$824,281	23,734	-2.8%	Shares	Sole	2026-02-17
2025-09-30	$841,857	24,430	+28.9%	Shares	Sole	2025-11-13
2025-06-30	$567,412	18,958	-13.0%	Shares	Sole	2025-08-14
2025-03-31	$736,351	21,792	-0.1%	Shares	Sole	2025-05-13
2024-12-31	$644,940	21,818	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$680,754	21,687	+12.6%	Shares	Sole	2024-11-14
2024-06-30	$694,997	19,252	+28.2%	Shares	Sole	2024-07-24
2024-03-31	$565,878	15,018	+15.2%	Shares	Sole	2024-05-10
2023-12-31	$461,616	13,040	+4.6%	Shares	Sole	2024-02-02
2023-09-30	$482,528	12,462	+3.3%	Shares	Sole	2023-11-08
2023-06-30	$425,667	12,062	+10.2%	Shares	Sole	2023-07-17
2023-03-31	$415,139	10,942	0.0%	Shares	Sole	2023-04-19
2022-12-31	$382,204	10,942	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$312,194	10,935	+2.9%	Shares	Sole	2022-11-08
2022-06-30	$301,332	10,629	+0.1%	Shares	Sole	2022-07-15
2022-03-31	$312,286	10,622	+5.8%	Shares	Sole	2022-05-09
2021-12-31	$267,418	10,042	-2.0%	Shares	Sole	2022-01-20
2021-09-30	$279,913	10,242	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.