Position in BP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,901,668
-$517,234 QoQ
Shares Held
51,466
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#251
of 1,163 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, 2026RFG - Bristol Wealth Advisors, LLC holds $7,900,631 across 4 Oil & Gas Integrated names. BP ranks #2 (24.1% of the industry book) .
All Filings in BP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,668 | 51,466 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,418,902 | 51,466 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,787,414 | 51,466 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,773,518 | 51,466 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,540,377 | 51,466 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,108,631 | 62,404 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,835,055 | 62,079 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||