Position in BP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,522,783
-$276,377 QoQ
Shares Held
41,212
+7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#288
of 1,162 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026HB Wealth Management, LLC holds $41,026,736 across 7 Oil & Gas Integrated names. BP ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
192,692 | $31,940,625 | |
| 2 | SHEL |
Shell plc
|
49,749 | $3,857,537 | |
| 3 | TTE |
TotalEnergies SE
|
26,326 | $2,047,109 | |
| 4 | BP |
Bp PLC
This page
|
41,212 | $1,522,783 | |
| 5 | SU |
Suncor Energy Inc
|
18,316 | $983,202 | |
| 6 | NFG |
National Fuel Gas Co
|
4,990 | $385,277 | |
| 7 | E |
Eni Spa
|
6,193 | $290,203 |
All Filings in BP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,522,783 | 41,212 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,799,160 | 38,280 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,291,261 | 37,180 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,267,542 | 36,783 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $886,915 | 29,633 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,073,508 | 31,770 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $554,811 | 18,769 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $579,145 | 18,450 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $839,216 | 23,247 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $582,532 | 15,460 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $476,873 | 13,471 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $483,690 | 12,492 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $433,325 | 12,279 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $460,439 | 12,136 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $372,738 | 10,671 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $225,345 | 7,893 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $226,034 | 7,973 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $263,365 | 8,958 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||