Position in BP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$538,841
-$246,717 QoQ
Shares Held
14,583
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#484
of 1,163 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Vertex Planning Partners, LLC holds $1,123,865 across 2 Oil & Gas Integrated names. BP ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
4,279 | $585,024 | |
| 2 | BP |
Bp PLC
This page
|
14,583 | $538,841 |
All Filings in BP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,841 | 14,583 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $785,558 | 16,714 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $732,073 | 21,079 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $729,449 | 21,168 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $704,043 | 23,523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $795,112 | 23,531 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $695,576 | 23,531 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $737,288 | 23,488 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $848,638 | 23,508 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $883,822 | 23,456 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $936,542 | 26,456 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||