VALLEY NATIONAL ADVISERS INC

Position in BP — Bp PLC

CIK 773411 BETHLEHEM, PA

Position in BP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$70,389

-$12,942 QoQ

Shares Held

1,905

+7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#894

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

VALLEY NATIONAL ADVISERS INC holds $552,287 across 5 Oil & Gas Integrated names. BP ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	2,212	$366,661
2	BP	Bp PLC This page	1,905	$70,389
3	NFG	National Fuel Gas Co	700	$54,047
4	SHEL	Shell plc	443	$34,350
5	SU	Suncor Energy Inc	500	$26,840

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,389	1,905	+7.4%	Shares	Sole	2026-07-29
2026-03-31	$83,331	1,773	-5.3%	Shares	Sole	2026-04-15
2025-12-31	$65,049	1,873	0.0%	Shares	Sole	2026-01-23
2025-09-30	$64,543	1,873	+114.5%	Shares	Sole	2025-10-17
2025-06-30	$26,128	873	-36.4%	Shares	Sole	2025-07-22
2025-03-31	$46,393	1,373	+28.0%	Shares	Sole	2025-04-25
2024-12-31	$31,717	1,073	-31.8%	Shares	Sole	2025-01-24
2024-09-30	$49,376	1,573	0.0%	Shares	Sole	2024-10-24
2024-06-30	$56,785	1,573	0.0%	Shares	Sole	2024-07-18
2024-03-31	$59,270	1,573	-8.7%	Shares	Sole	2024-04-19
2023-12-31	$60,994	1,723	-11.7%	Shares	Sole	2024-01-25
2023-09-30	$75,581	1,952	0.0%	Shares	Sole	2023-11-13
2023-06-30	$68,886	1,952	0.0%	Shares	Sole	2023-07-31
2023-03-31	$74,058	1,952	-7.1%	Shares	Sole	2023-04-26
2022-12-31	$73,422	2,102	0.0%	Shares	Sole	2023-01-12
2022-09-30	$60,012	2,102	+31.2%	Shares	Sole	2022-11-08
2022-06-30	$45,416	1,602	0.0%	Shares	Sole	2022-07-15
2022-03-31	$47,098	1,602	+45.4%	Shares	Sole	2022-05-06
2021-12-31	$29,346	1,102	0.0%	Shares	Sole	2022-02-11
2021-09-30	$30,117	1,102	0.0%	Shares	Sole	2021-11-10
2021-06-30	$29,114	1,102	+15.8%	Shares	Sole	2021-08-02
2021-03-31	$23,181	952	0.0%	Shares	Sole	2021-05-07
2020-12-31	$19,535	952	-55.8%	Shares	Sole	2021-02-11
2020-09-30	$37,573	2,152	-27.1%	Shares	Sole	2020-11-13
2020-06-30	$68,840	2,952	0.0%	Shares	Sole	2020-08-10
2020-03-31	$71,999	2,952	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.