Montgomery Financial Services LLC

Position in BP — Bp PLC

CIK 2149844 OCEAN CITY, MD

Position in BP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,695

New position

Shares Held

100

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,112

of 1,162 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Montgomery Financial Services LLC holds $151,847 across 3 Oil & Gas Integrated names. BP ranks #2 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	884	$146,531
2	BP	Bp PLC This page	100	$3,695
3	NFG	National Fuel Gas Co	21	$1,621

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,695	100	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.