Confluence Wealth Services, Inc.

Position in BP — Bp PLC

CIK 1910411 MCMURRAY, PA

Position in BP

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

Position Value

$681,653

+$407,173 QoQ

Shares Held

18,448

+215.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#425

of 1,163 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $15,167,279 across 4 Oil & Gas Integrated names. BP ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	80,667	$13,371,361
2	SHEL	Shell plc	8,804	$682,662
3	BP	Bp PLC This page	18,448	$681,653
4	NFG	National Fuel Gas Co	5,590	$431,603

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,653	18,448	+215.9%	Shares	Sole	2026-07-22
2026-03-31	$274,480	5,840	-11.5%	Shares	Sole	2026-05-07
2025-12-31	$229,218	6,600	-18.4%	Shares	Sole	2026-01-28
2025-09-30	$278,712	8,088	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$241,714	8,076	-18.9%	Shares	Sole	2025-07-22
2025-03-31	$336,649	9,963	+5.9%	Shares	Sole	2025-04-24
2024-12-31	$278,218	9,412	-3.9%	Shares	Sole	2025-01-27
2024-09-30	$307,590	9,799	-1.3%	Shares	Sole	2024-10-29
2024-06-30	$358,473	9,930	-5.1%	Shares	Sole	2024-07-31
2024-03-31	$394,434	10,468	+2.0%	Shares	Sole	2024-04-22
2023-12-31	$363,133	10,258	-6.4%	Shares	Sole	2024-01-25
2023-09-30	$424,448	10,962	+5.6%	Shares	Sole	2023-11-01
2023-06-30	$366,486	10,385	+0.1%	Shares	Sole	2023-08-01
2023-03-31	$393,703	10,377	-6.8%	Shares	Sole	2023-05-12
2022-12-31	$388,875	11,133	+9.8%	Shares	Sole	2023-02-10
2022-09-30	$289,354	10,135	-6.4%	Shares	Sole	2022-11-08
2022-06-30	$307,058	10,831	-8.3%	Shares	Sole	2022-08-15
2022-03-31	$347,096	11,806	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.