Position in BP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$121,639
-$31,111 QoQ
Shares Held
3,292
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#862
of 1,163 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CrossGen Wealth, LLC holds $773,662 across 3 Oil & Gas Integrated names. BP ranks #3 (15.7% of the industry book) .
All Filings in BP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,639 | 3,292 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $152,750 | 3,250 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $111,691 | 3,216 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||