Position in BP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$90,342
-$33,503 QoQ
Shares Held
2,445
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#884
of 1,162 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $11,529,213 across 9 Oil & Gas Integrated names. BP ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
60,042 | $8,208,942 | |
| 2 | CVX |
Chevron Corp
|
16,737 | $2,774,325 | |
| 3 | SHEL |
Shell plc
|
3,612 | $280,074 | |
| 4 | BP |
Bp PLC
This page
|
2,445 | $90,342 | |
| 5 | E |
Eni Spa
|
1,500 | $70,290 | |
| 6 | SU |
Suncor Energy Inc
|
804 | $43,158 | |
| 7 | TTE |
TotalEnergies SE
|
400 | $31,104 | |
| 8 | NFG |
National Fuel Gas Co
|
400 | $30,884 |
All Filings in BP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,342 | 2,445 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $123,845 | 2,635 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||