Position in BP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$213,164
-$57,979 QoQ
Shares Held
5,769
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#796
of 1,162 holders
Holding Since
Jun 2024
6 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, 2026Optivise Advisory Services LLC holds $1,420,412 across 3 Oil & Gas Integrated names. BP ranks #2 (15.0% of the industry book) .
All Filings in BP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,164 | 5,769 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $271,143 | 5,769 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $212,547 | 6,120 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $210,860 | 6,119 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $207,267 | 6,134 | Shares | Sole | 2025-04-18 | |
| 2024-06-30 | $220,498 | 6,108 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||