AXXCESS WEALTH MANAGEMENT, LLC

Position in BP — Bp PLC

CIK 1911056 CARLSBAD, CA

Position in BP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$598,774

+$237,860 QoQ

Shares Held

16,205

+55.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#452

of 1,162 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $32,270,889 across 6 Oil & Gas Integrated names. BP ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	129,647	$17,725,337
2	CVX	Chevron Corp	77,644	$12,870,269
3	BP	Bp PLC This page	16,205	$598,774
4	SHEL	Shell plc	6,704	$519,828
5	TTE	TotalEnergies SE	5,027	$390,899
6	EC	Ecopetrol S.A.	11,642	$165,782

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$598,774	16,205	+55.9%	Shares	Sole	2026-07-28
2025-12-31	$360,914	10,392	+58.9%	Shares	Sole	2026-02-19
2025-03-31	$220,986	6,540	-13.6%	Shares	Sole	2025-04-30
2024-12-31	$223,798	7,571	-18.2%	Shares	Sole	2025-02-10
2024-09-30	$290,514	9,255	-3.9%	Shares	Sole	2024-11-04
2024-06-30	$347,643	9,630	+10.3%	Shares	Sole	2024-08-09
2024-03-31	$328,984	8,731	+2.6%	Shares	Sole	2024-05-14
2023-12-31	$301,360	8,513	+49.3%	Shares	Sole	2024-02-06
2023-06-30	$201,223	5,702	+1.6%	Shares	Sole	2023-08-08
2023-03-31	$212,881	5,611	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.