Modern Wealth Management, LLC

Position in BP — Bp PLC

CIK 2001900 KANSAS CITY, MO

Position in BP

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

Position Value

$1,197,733

-$211,421 QoQ

Shares Held

32,415

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#317

of 1,162 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Energy · as of Jun 30, 2026

Modern Wealth Management, LLC holds $37,563,697 across 6 Oil & Gas Integrated names. BP ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	151,920	$20,770,498
2	CVX	Chevron Corp	85,559	$14,182,256
3	BP	Bp PLC This page	32,415	$1,197,733
4	SHEL	Shell plc	7,973	$618,224
5	YPF	Ypf Sociedad Anonima	9,689	$440,558
6	TTE	TotalEnergies SE	4,558	$354,428

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,197,733	32,415	+8.1%	Shares	Other	2026-08-14
2026-03-31	$1,409,154	29,982	-9.7%	Shares	Other	2026-05-14
2025-12-31	$1,153,417	33,211	-5.3%	Shares	Sole	2026-02-17
2025-09-30	$1,208,407	35,067	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$1,041,323	34,792	+32.6%	Shares	Sole	2025-11-12
2025-03-31	$886,749	26,243	-3.4%	Shares	Other	2025-06-02
2024-12-31	$802,642	27,153	+13.0%	Shares	Other	2025-05-30
2024-09-30	$754,174	24,026	-0.3%	Shares	Other	2025-05-30
2024-06-30	$869,611	24,089	+5.8%	Shares	Other	2025-05-29
2024-03-31	$858,161	22,775	+0.4%	Shares	Other	2025-05-29
2023-12-31	$802,623	22,673	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.