Position in BP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$219,815
-$59,694 QoQ
Shares Held
5,949
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#777
of 1,162 holders
Holding Since
Mar 2024
7 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, 2026Gratus Wealth Advisors, LLC holds $2,393,638 across 4 Oil & Gas Integrated names. BP ranks #4 (9.2% of the industry book) .
All Filings in BP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,815 | 5,949 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $279,509 | 5,947 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $206,504 | 5,946 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $204,830 | 5,944 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $200,746 | 5,941 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $214,470 | 5,941 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $223,856 | 5,941 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||