Position in BP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$623,568
-$170,779 QoQ
Shares Held
16,876
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#440
of 1,162 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $1,059,848 across 2 Oil & Gas Integrated names. BP ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BP |
Bp PLC
This page
|
16,876 | $623,568 | |
| 2 | CVX |
Chevron Corp
|
2,632 | $436,280 |
All Filings in BP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,568 | 16,876 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $794,347 | 16,901 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $686,820 | 19,776 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $698,710 | 20,276 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $743,820 | 24,852 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $839,749 | 24,852 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $717,539 | 24,274 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||