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United Financial Planning Group LLC

Position in BP — Bp PLC

CIK 2088337 HAUPPAUGE, NY

Position in BP

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$9,052
New position
Shares Held
245
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,057
of 1,162 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

United Financial Planning Group LLC holds $303,332 across 4 Oil & Gas Integrated names. BP ranks #3 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BP
Bp PLC
This page
245 $9,052

All Filings in BP

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $9,052 245