Smallwood Wealth Investment Management, LLC

Position in BP — Bp PLC

CIK 1921304 RED BANK, NJ

Position in BP

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

Position Value

$1,182

-$275 QoQ

Shares Held

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,145

of 1,163 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $2,467,515 across 6 Oil & Gas Integrated names. BP ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	12,577	$1,719,527
2	CVX	Chevron Corp	4,255	$705,308
3	SHEL	Shell plc	300	$23,262
4	TTE	TotalEnergies SE	200	$15,552
5	SU	Suncor Energy Inc	50	$2,684
6	BP	Bp PLC This page	32	$1,182

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,182	32	+3.2%	Shares	Sole	2026-07-23
2026-03-31	$1,457	31	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,076	31	+3.3%	Shares	Sole	2026-01-23
2025-09-30	$1,033	30	0.0%	Shares	Sole	2025-10-17
2025-06-30	$897	30	+3.4%	Shares	Sole	2025-10-03
2025-03-31	$979	29	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.