Position in BP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$305,613
-$82,184 QoQ
Shares Held
8,271
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#666
of 1,164 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $22,716,355 across 8 Oil & Gas Integrated names. BP ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
76,627 | $10,476,443 | |
| 2 | CVX |
Chevron Corp
|
54,641 | $9,057,292 | |
| 3 | SHEL |
Shell plc
|
35,204 | $2,729,718 | |
| 4 | BP |
Bp PLC
This page
|
8,271 | $305,613 | |
| 5 | TTE |
TotalEnergies SE
|
1,411 | $109,719 | |
| 6 | NFG |
National Fuel Gas Co
|
252 | $19,456 | |
| 7 | SU |
Suncor Energy Inc
|
320 | $17,177 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
58 | $937 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,613 | 8,271 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $387,797 | 8,251 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $286,557 | 8,251 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $284,329 | 8,251 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $246,952 | 8,251 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $278,835 | 8,252 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $243,929 | 8,252 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $259,030 | 8,252 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $297,861 | 8,251 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $275,591 | 7,314 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $249,216 | 7,040 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $272,588 | 7,040 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $262,557 | 7,440 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $291,758 | 7,690 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $268,611 | 7,690 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $195,282 | 6,840 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $217,614 | 7,676 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $77,674 | 2,642 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $70,355 | 2,642 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $72,204 | 2,642 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $75,085 | 2,842 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $69,202 | 2,842 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $58,317 | 2,842 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $56,604 | 3,242 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $80,266 | 3,442 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $155,778 | 6,387 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||