Position in BP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$18,800
+$5,883 QoQ
Shares Held
400
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $2,007,893 across 2 Oil & Gas Integrated names. BP ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
11,724 | $1,989,093 | |
| 2 | BP |
Bp PLC
This page
|
400 | $18,800 |
All Filings in BP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,800 | 400 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $12,917 | 437 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||