Position in BP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$62,962
-$17,126 QoQ
Shares Held
1,704
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#906
of 1,162 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $89,167,052 across 7 Oil & Gas Integrated names. BP ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
444,133 | $73,619,486 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
105,675 | $14,447,886 | |
| 3 | SHEL |
Shell plc
|
9,362 | $725,929 | |
| 4 | TTE |
TotalEnergies SE
|
1,978 | $153,809 | |
| 5 | SU |
Suncor Energy Inc
|
2,000 | $107,360 | |
| 6 | BP |
Bp PLC
This page
|
1,704 | $62,962 | |
| 7 | CVE |
Cenovus Energy Inc.
|
2,000 | $49,620 |
All Filings in BP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,962 | 1,704 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $80,088 | 1,704 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $59,179 | 1,704 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $58,719 | 1,704 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $73,807 | 2,466 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $82,075 | 2,429 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $71,801 | 2,429 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $77,407 | 2,466 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $89,022 | 2,466 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $97,968 | 2,600 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $87,261 | 2,465 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $95,406 | 2,464 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $82,084 | 2,326 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $88,248 | 2,326 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $104,510 | 2,992 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $66,407 | 2,326 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $68,975 | 2,433 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $68,384 | 2,326 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $64,936 | 2,376 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $101,082 | 3,826 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $93,163 | 3,826 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $144,666 | 7,050 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $123,093 | 7,050 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $164,406 | 7,050 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $197,559 | 8,100 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||