Forum Financial Management, LP

Position in BP — Bp PLC

CIK 1911832 LOMBARD, IL

Position in BP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$219,039

-$111,982 QoQ

Shares Held

5,928

-15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#781

of 1,163 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Forum Financial Management, LP holds $6,560,435 across 3 Oil & Gas Integrated names. BP ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	29,810	$4,075,623
2	CVX	Chevron Corp	13,669	$2,265,773
3	BP	Bp PLC This page	5,928	$219,039

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,039	5,928	-15.8%	Shares	Sole	2026-07-23
2026-03-31	$331,021	7,043	-73.3%	Shares	Sole	2026-04-23
2025-12-31	$915,552	26,362	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$906,263	26,299	-0.9%	Shares	Sole	2025-10-24
2025-06-30	$793,893	26,525	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$893,779	26,451	+12.0%	Shares	Sole	2025-05-02
2024-09-30	$741,023	23,607	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$847,880	23,487	+1.5%	Shares	Sole	2024-07-30
2024-03-31	$872,065	23,144	+0.6%	Shares	Sole	2024-05-09
2023-12-31	$814,377	23,005	+1.8%	Shares	Sole	2024-02-07
2023-09-30	$874,878	22,595	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$796,777	22,578	+0.1%	Shares	Sole	2023-07-26
2023-03-31	$855,926	22,560	-12.1%	Shares	Sole	2023-04-19
2022-12-31	$896,757	25,673	+0.3%	Shares	Sole	2023-01-24
2022-09-30	$730,480	25,586	-1.7%	Shares	Sole	2022-11-07
2022-06-30	$738,262	26,041	+9.9%	Shares	Sole	2022-08-15
2022-03-31	$696,515	23,691	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$630,491	23,676	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.