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PlanVest Financial, Inc

Position in BP — Bp PLC

CIK 2135239 GAITHERSBURG, MD

Position in BP

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$23,758
-$6,463 QoQ
Shares Held
643
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#982
of 1,162 holders
Holding Since
Mar 2026
2 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, 2026

PlanVest Financial, Inc holds $958,708 across 5 Oil & Gas Integrated names. BP ranks #5 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 BP
Bp PLC
This page
643 $23,758

All Filings in BP

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,758 643
2026-03-31 $30,221 643