CALTON & ASSOCIATES, INC.

Position in BP — Bp PLC

CIK 822648 Tampa, FL

Position in BP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$260,054

+$24,689 QoQ

Shares Held

7,038

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#715

of 1,162 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $4,130,186 across 4 Oil & Gas Integrated names. BP ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	11,307	$1,874,248
2	XOM	ExxonMobil Holdings Corp	10,786	$1,474,661
3	SHEL	Shell plc	6,722	$521,223
4	BP	Bp PLC This page	7,038	$260,054

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,054	7,038	+3.9%	Shares	Sole	2026-08-10
2025-12-31	$235,365	6,777	+9.1%	Shares	Sole	2026-02-10
2025-09-30	$213,996	6,210	-19.2%	Shares	Sole	2025-11-07
2023-03-31	$291,417	7,681	-8.0%	Shares	Sole	2023-04-19
2022-12-31	$291,665	8,350	+0.1%	Shares	Sole	2023-01-18
2022-03-31	$245,225	8,341	-3.7%	Shares	Sole	2022-04-26
2021-12-31	$230,535	8,657	-3.7%	Shares	Sole	2022-01-13
2021-09-30	$245,560	8,985	+0.3%	Shares	Sole	2021-11-05
2021-06-30	$236,776	8,962	+0.2%	Shares	Sole	2021-08-11
2021-03-31	$217,737	8,942	-17.2%	Shares	Sole	2021-05-03
2020-09-30	$188,445	10,793	+13.5%	Shares	Sole	2020-10-30
2020-03-31	$231,997	9,512	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.