Compound Planning, Inc.

Position in BP — Bp PLC

CIK 1978879 NEW YORK, NY

Position in BP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,166,473

-$172,510 QoQ

Shares Held

31,569

+10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#324

of 1,162 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $27,661,048 across 12 Oil & Gas Integrated names. BP ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	81,382	$11,126,546
2	CVX	Chevron Corp	45,520	$7,545,394
3	SHEL	Shell plc	35,990	$2,790,664
4	BP	Bp PLC This page	31,569	$1,166,473
5	SU	Suncor Energy Inc	17,962	$964,200
6	PBR	Petrobras - Petroleo Brasileiro SA	58,132	$939,412
7	TTE	TotalEnergies SE	11,708	$910,413
8	YPF	Ypf Sociedad Anonima	14,507	$659,633

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,166,473	31,569	+10.8%	Shares	Sole	2026-08-04
2026-03-31	$1,338,983	28,489	+16.5%	Shares	Other	2026-05-14
2025-12-31	$848,974	24,445	+8.1%	Shares	Defined	2026-02-19
2025-09-30	$779,175	22,611	+61.2%	Shares	Sole	2025-11-10
2025-06-30	$419,947	14,031	-40.8%	Shares	Sole	2025-08-14
2025-03-31	$800,958	23,704	+47.3%	Shares	Sole	2025-05-14
2024-12-31	$475,827	16,097	+3.2%	Shares	Sole	2025-01-17
2024-09-30	$489,527	15,595	-7.3%	Shares	Sole	2024-10-08
2024-06-30	$607,165	16,819	-1.7%	Shares	Sole	2024-07-26
2024-03-31	$644,704	17,110	+15.9%	Shares	Sole	2024-05-07
2023-12-31	$522,645	14,764	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.