Position in BP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$20,692
-$10,328 QoQ
Shares Held
560
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#999
of 1,164 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $500,398 across 13 Oil & Gas Integrated names. BP ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,150 | $190,624 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
641 | $87,637 | |
| 3 | NFG |
National Fuel Gas Co
|
602 | $46,480 | |
| 4 | SHEL |
Shell plc
|
552 | $42,802 | |
| 5 | SU |
Suncor Energy Inc
|
664 | $35,643 | |
| 6 | BP |
Bp PLC
This page
|
560 | $20,692 | |
| 7 | E |
Eni Spa
|
440 | $20,618 | |
| 8 | TTE |
TotalEnergies SE
|
245 | $19,051 |
All Filings in BP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,692 | 560 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $31,020 | 660 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,801 | 311 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,613 | 308 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,369 | 146 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,879 | 174 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,079 | 138 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,336 | 170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,714 | 186 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,501 | 146 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,761 | 78 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,942 | 76 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,646 | 75 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,845 | 75 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,549 | 73 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||