Position in BP
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$225,224
New position
Shares Held
4,792
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Quantum Financial Advisors, LLC holds $512,861 across 1 Oil & Gas Integrated name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
3,094 | $512,861 |
All Filings in BP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,224 | 4,792 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||