ALTFEST L J & CO INC

Position in BP — Bp PLC

CIK 712050 NEW YORK, NY

Position in BP

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

Position Value

$212,684

-$57,143 QoQ

Shares Held

5,756

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#800

of 1,162 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ALTFEST L J & CO INC holds $4,831,994 across 4 Oil & Gas Integrated names. BP ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	25,521	$3,489,231
2	CVX	Chevron Corp	3,934	$652,099
3	YPF	Ypf Sociedad Anonima	10,512	$477,980
4	BP	Bp PLC This page	5,756	$212,684

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,684	5,756	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$269,827	5,741	-1.5%	Shares	Sole	2026-04-28
2025-12-31	$202,475	5,830	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$200,350	5,814	-10.0%	Shares	Sole	2025-10-21
2025-03-31	$218,317	6,461	+6.7%	Shares	Sole	2025-05-09
2024-06-30	$218,513	6,053	-0.5%	Shares	Sole	2024-08-07
2024-03-31	$229,132	6,081	0.0%	Shares	Sole	2024-04-22
2023-12-31	$215,267	6,081	+0.2%	Shares	Sole	2024-01-18
2023-09-30	$234,991	6,069	-18.5%	Shares	Sole	2023-10-26
2023-06-30	$262,839	7,448	+0.8%	Shares	Sole	2023-08-09
2023-03-31	$280,262	7,387	0.0%	Shares	Sole	2023-04-20
2022-12-31	$258,027	7,387	-11.6%	Shares	Sole	2023-02-02
2022-09-30	$238,620	8,358	-0.8%	Shares	Sole	2022-11-15
2022-06-30	$238,763	8,422	-0.8%	Shares	Sole	2022-08-04
2022-03-31	$249,576	8,489	+4.7%	Shares	Sole	2022-05-02
2021-12-31	$215,969	8,110	-1.4%	Shares	Sole	2022-01-24
2021-09-30	$224,679	8,221	-1.5%	Shares	Sole	2021-10-12
2021-06-30	$220,607	8,350	+0.4%	Shares	Sole	2021-07-28
2021-03-31	$202,494	8,316	-18.4%	Shares	Sole	2021-05-07
2020-09-30	$177,987	10,194	-4.9%	Shares	Sole	2020-10-29
2020-06-30	$249,920	10,717	+6.2%	Shares	Sole	2020-07-21
2020-03-31	$246,168	10,093	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.