KINGSWOOD WEALTH ADVISORS, LLC

Position in BP — Bp PLC

CIK 1987855 SAN DIEGO, CA

Position in BP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$723,407

-$198,357 QoQ

Shares Held

19,578

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#418

of 1,163 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $15,723,705 across 6 Oil & Gas Integrated names. BP ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	62,994	$8,612,539
2	CVX	Chevron Corp	32,492	$5,385,873
3	BP	Bp PLC This page	19,578	$723,407
4	TTE	TotalEnergies SE	6,832	$531,256
5	SHEL	Shell plc	3,314	$256,967
6	CVE	Cenovus Energy Inc.	8,612	$213,663

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,407	19,578	-0.2%	Shares	Sole	2026-07-27
2026-03-31	$921,764	19,612	+12.6%	Shares	Sole	2026-04-28
2025-12-31	$604,996	17,420	+38.8%	Shares	Sole	2026-01-28
2025-09-30	$432,610	12,554	+36.7%	Shares	Sole	2025-10-23
2025-06-30	$274,847	9,183	+6.0%	Shares	Sole	2025-07-23
2025-03-31	$292,790	8,665	-45.6%	Shares	Sole	2025-07-25
2024-12-31	$470,772	15,926	+40.0%	Shares	Sole	2025-01-22
2024-09-30	$357,061	11,375	+42.2%	Shares	Sole	2024-10-21
2024-06-30	$288,836	8,001	+5.4%	Shares	Sole	2024-07-09
2024-03-31	$286,104	7,593	-7.3%	Shares	Sole	2024-04-15
2023-12-31	$289,819	8,187	+19.3%	Shares	Sole	2024-01-16
2023-06-30	$242,195	6,863	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.