Envestnet Portfolio Solutions, Inc.

Position in BP — Bp PLC

CIK 1998033 BERWYN, PA

Position in BP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$292,385

-$89,490 QoQ

Shares Held

7,913

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#683

of 1,162 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $28,850,936 across 6 Oil & Gas Integrated names. BP ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	141,372	$23,433,822
2	TTE	TotalEnergies SE	27,608	$2,146,798
3	SU	Suncor Energy Inc	36,079	$1,936,720
4	SHEL	Shell plc	10,213	$791,916
5	BP	Bp PLC This page	7,913	$292,385
6	E	Eni Spa	5,320	$249,295

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,385	7,913	-2.6%	Shares	Sole	2026-07-20
2026-03-31	$381,875	8,125	-17.5%	Shares	Sole	2026-04-29
2025-12-31	$341,951	9,846	+13.4%	Shares	Sole	2026-02-06
2025-09-30	$299,078	8,679	-13.0%	Shares	Sole	2025-10-30
2025-06-30	$298,701	9,980	-23.5%	Shares	Sole	2025-07-25
2025-03-31	$440,554	13,038	-63.9%	Shares	Sole	2025-04-21
2024-12-31	$1,066,199	36,069	-29.6%	Shares	Sole	2025-02-10
2024-09-30	$1,607,262	51,203	-9.6%	Shares	Sole	2024-10-31
2024-06-30	$2,044,884	56,645	+16.7%	Shares	Sole	2024-07-16
2024-03-31	$1,828,271	48,521	+3.6%	Shares	Sole	2024-05-06
2023-12-31	$1,657,498	46,822	+8.4%	Shares	Sole	2024-02-07
2023-09-30	$1,672,432	43,193	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.