Position in BP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,496
-$2,583 QoQ
Shares Held
257
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,053
of 1,162 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Valued Wealth Advisors LLC holds $452,479 across 6 Oil & Gas Integrated names. BP ranks #3 (2.1% of the industry book) .
All Filings in BP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,496 | 257 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,079 | 257 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,925 | 257 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,856 | 257 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,692 | 257 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,684 | 257 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,596 | 257 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,098 | 258 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,566 | 265 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,985 | 265 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,345 | 264 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||