Position in BP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$240,969
-$82,957 QoQ
Shares Held
5,127
-45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $3,698,968 across 3 Oil & Gas Integrated names. BP ranks #3 (6.5% of the industry book) .
All Filings in BP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,969 | 5,127 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $323,926 | 9,327 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $321,408 | 9,327 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $279,157 | 9,327 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $315,159 | 9,327 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,354 | 10,127 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $446,585 | 14,227 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $513,594 | 14,227 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $536,073 | 14,227 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $503,635 | 14,227 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $550,869 | 14,227 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $506,482 | 14,352 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $539,772 | 14,227 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $524,194 | 15,007 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $599,749 | 21,007 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $595,548 | 21,007 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $617,605 | 21,007 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $516,089 | 19,380 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $207,708 | 7,600 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||