Nvest Wealth Strategies, Inc.

Position in BP — Bp PLC

CIK 2106942 POWELL, OH

Position in BP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$13,781

-$170,600 QoQ

Shares Held

373

-90.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,028

of 1,164 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $56,427 across 8 Oil & Gas Integrated names. BP ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	225	$30,761
2	BP	Bp PLC This page	373	$13,781
3	CVX	Chevron Corp	50	$8,287
4	SHEL	Shell plc	15	$1,163
5	SU	Suncor Energy Inc	17	$912
6	E	Eni Spa	13	$609
7	TTE	TotalEnergies SE	6	$466
8	IMO	Imperial Oil Ltd	4	$448

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,781	373	-90.5%	Shares	Sole	2026-07-10
2026-03-31	$184,381	3,923	+0.2%	Shares	Sole	2026-04-13
2025-12-31	$136,002	3,916	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.