Concurrent Investment Advisors, LLC

Position in BP — Bp PLC

CIK 2001015 Tampa, FL

Position in BP

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

Position Value

$1,271,929

-$545,467 QoQ

Shares Held

34,423

-11.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#311

of 1,164 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $39,012,801 across 8 Oil & Gas Integrated names. BP ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	184,166	$30,527,355
2	SHEL	Shell plc	57,585	$4,465,140
3	TTE	TotalEnergies SE	17,633	$1,371,141
4	BP	Bp PLC This page	34,423	$1,271,929
5	NFG	National Fuel Gas Co	8,133	$627,948
6	PBR	Petrobras - Petroleo Brasileiro SA	17,355	$280,456
7	E	Eni Spa	5,306	$248,638
8	SU	Suncor Energy Inc	4,102	$220,194

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,271,929	34,423	-11.0%	Shares	Sole	2026-07-27
2026-03-31	$1,817,396	38,668	-13.9%	Shares	Sole	2026-04-21
2025-12-31	$1,559,793	44,912	+31.4%	Shares	Sole	2026-01-29
2025-09-30	$1,177,567	34,172	+0.0%	Shares	Sole	2025-10-27
2025-06-30	$1,022,289	34,156	+5.1%	Shares	Sole	2025-07-25
2025-03-31	$1,098,039	32,496	+21.1%	Shares	Sole	2025-04-29
2024-12-31	$793,153	26,832	+6.2%	Shares	Sole	2025-02-03
2024-09-30	$792,785	25,256	+7.1%	Shares	Sole	2024-10-30
2024-06-30	$851,599	23,590	+70.7%	Shares	Sole	2024-07-30
2024-03-31	$520,812	13,822	-21.4%	Shares	Sole	2024-05-07
2023-12-31	$622,296	17,579	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.