Position in BP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$239,251
-$151,930 QoQ
Shares Held
6,475
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#749
of 1,162 holders
Holding Since
Jun 2025
5 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, 2026Alteri Wealth LLC holds $1,326,968 across 2 Oil & Gas Integrated names. BP ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
6,562 | $1,087,717 | |
| 2 | BP |
Bp PLC
This page
|
6,475 | $239,251 |
All Filings in BP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,251 | 6,475 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $391,181 | 8,323 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $338,409 | 9,744 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $344,772 | 10,005 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $236,596 | 7,905 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||