Position in BP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$254,142
-$69,124 QoQ
Shares Held
6,878
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#729
of 1,163 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PCG Wealth Advisors, LLC holds $720,767 across 2 Oil & Gas Integrated names. BP ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,413 | $466,625 | |
| 2 | BP |
Bp PLC
This page
|
6,878 | $254,142 |
All Filings in BP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,142 | 6,878 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $323,266 | 6,878 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $238,872 | 6,878 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $237,015 | 6,878 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $205,858 | 6,878 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $232,407 | 6,878 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $203,313 | 6,878 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $228,079 | 7,266 | Shares | Sole | 2024-10-16 | |
| 2022-12-31 | $372,214 | 10,656 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||