Quotient Wealth Partners, LLC

Position in BP — Bp PLC

CIK 2004904 DALLAS, TX

Position in BP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,458,357

-$726,081 QoQ

Shares Held

66,532

-1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#218

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

Quotient Wealth Partners, LLC holds $74,606,032 across 4 Oil & Gas Integrated names. BP ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	475,070	$64,951,570
2	CVX	Chevron Corp	41,181	$6,826,162
3	BP	Bp PLC This page	66,532	$2,458,357
4	SHEL	Shell plc	4,771	$369,943

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,458,357	66,532	-1.8%	Shares	Sole	2026-08-03
2026-03-31	$3,184,438	67,754	+1.0%	Shares	Sole	2026-04-16
2025-12-31	$2,330,869	67,114	+8.3%	Shares	Sole	2026-01-22
2025-09-30	$2,134,659	61,946	+0.1%	Shares	Sole	2025-10-10
2025-06-30	$1,852,696	61,901	+3.5%	Shares	Sole	2025-07-29
2025-03-31	$2,021,081	59,813	+78.0%	Shares	Sole	2025-04-30
2024-12-31	$993,570	33,612	+1.1%	Shares	Sole	2025-01-28
2024-09-30	$1,043,497	33,243	+10.0%	Shares	Sole	2024-10-09
2024-06-30	$1,091,339	30,231	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$1,144,869	30,384	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$1,079,239	30,487	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.