INDEPENDENT FINANCIAL GROUP, LLC

Position in BP — Bp PLC

CIK 275484 SAN DIEGO, CA

Position in BP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$491,213

-$201,050 QoQ

Shares Held

13,294

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#510

of 1,162 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $20,199,289 across 6 Oil & Gas Integrated names. BP ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	76,288	$10,430,095
2	CVX	Chevron Corp	38,901	$6,448,229
3	PBR	Petrobras - Petroleo Brasileiro SA	94,641	$1,529,398
4	SHEL	Shell plc	13,902	$1,077,961
5	BP	Bp PLC This page	13,294	$491,213
6	TTE	TotalEnergies SE	2,860	$222,393

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,213	13,294	-9.7%	Shares	Sole	2026-07-15
2026-03-31	$692,263	14,729	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$502,612	14,472	-7.9%	Shares	Sole	2026-05-15
2025-09-30	$541,366	15,710	-12.7%	Shares	Sole	2026-05-15
2025-06-30	$538,590	17,995	-22.9%	Shares	Sole	2026-05-15
2025-03-31	$788,591	23,338	+38.2%	Shares	Sole	2026-05-19
2024-12-31	$499,297	16,891	+29.9%	Shares	Sole	2026-06-12
2024-09-30	$408,226	13,005	+17.5%	Shares	Sole	2026-06-12
2024-06-30	$399,446	11,065	+15.0%	Shares	Sole	2026-06-12
2024-03-31	$362,443	9,619	-23.3%	Shares	Sole	2026-06-12
2023-12-31	$443,668	12,533	+8.9%	Shares	Sole	2026-06-12
2023-09-30	$445,434	11,504	-9.7%	Shares	Sole	2026-06-12
2023-06-30	$449,665	12,742	-41.1%	Shares	Sole	2026-06-12
2023-03-31	$820,793	21,634	-23.1%	Shares	Sole	2026-06-12
2022-12-31	$982,371	28,124	-11.3%	Shares	Sole	2026-06-15
2022-09-30	$904,749	31,690	+0.4%	Shares	Sole	2026-06-15
2022-06-30	$894,726	31,560	-5.5%	Shares	Sole	2026-06-12
2022-03-31	$981,813	33,395	-12.8%	Shares	Sole	2026-06-12
2021-12-31	$1,020,008	38,303	+3.4%	Shares	Sole	2026-06-15
2021-09-30	$1,012,549	37,049	-24.7%	Shares	Sole	2026-06-15
2021-06-30	$1,300,048	49,207	-13.9%	Shares	Sole	2026-06-15
2021-03-31	$1,391,724	57,155	+115.1%	Shares	Sole	2026-06-15
2020-12-31	$545,154	26,567	+41.1%	Shares	Sole	2026-06-15
2020-09-30	$328,649	18,823	+33.3%	Shares	Sole	2026-06-15
2020-06-30	$329,348	14,123	-48.5%	Shares	Sole	2026-06-15
2020-03-31	$668,603	27,413	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.