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Financial Plan, Inc.

Position in BP — Bp PLC

CIK 2107584 BELLINGHAM, WA

Position in BP

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$258,453
New position
Shares Held
5,499
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 30% Shared 0% None 70%

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Financial Plan, Inc. holds $473,848 across 2 Oil & Gas Integrated names.

# Ticker Company Shares Value (USD) Open

All Filings in BP

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $258,453 5,499