Portside Wealth Group, LLC

Position in BP — Bp PLC

CIK 1978608 Provo, UT

Position in BP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$330,295

+$16,805 QoQ

Shares Held

8,939

+34.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#634

of 1,162 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Portside Wealth Group, LLC holds $11,257,783 across 6 Oil & Gas Integrated names. BP ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	25,540	$4,233,509
2	SHEL	Shell plc	42,506	$3,295,914
3	XOM	ExxonMobil Holdings Corp	18,670	$2,552,562
4	TTE	TotalEnergies SE	8,243	$640,975
5	BP	Bp PLC This page	8,939	$330,295
6	NFG	National Fuel Gas Co	2,649	$204,528

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,295	8,939	+34.0%	Shares	Other	2026-07-14
2026-03-31	$313,490	6,670	+5.2%	Shares	Other	2026-05-12
2025-12-31	$220,222	6,341	—	Shares	Other	2026-01-21
No filing history on record for this holder in this stock.