Position in BP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$47,148
-$14,281 QoQ
Shares Held
1,276
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#934
of 1,164 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $20,387,946 across 8 Oil & Gas Integrated names. BP ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
75,525 | $10,325,778 | |
| 2 | CVX |
Chevron Corp
|
43,097 | $7,143,758 | |
| 3 | SHEL |
Shell plc
|
22,563 | $1,749,535 | |
| 4 | NFG |
National Fuel Gas Co
|
14,178 | $1,094,683 | |
| 5 | BP |
Bp PLC
This page
|
1,276 | $47,148 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
713 | $10,438 | |
| 7 | IMO |
Imperial Oil Ltd
|
83 | $9,297 | |
| 8 | TTE |
TotalEnergies SE
|
94 | $7,309 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,148 | 1,276 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $61,429 | 1,307 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $40,147 | 1,156 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $63,234 | 1,835 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,083 | 1,807 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $75,250 | 2,227 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $95,419 | 3,228 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $134,286 | 4,278 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $152,594 | 4,227 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $159,273 | 4,227 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $114,235 | 3,227 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $105,589 | 2,727 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $106,117 | 3,007 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $114,085 | 3,007 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $105,034 | 3,007 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $85,849 | 3,007 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $85,248 | 3,007 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $88,405 | 3,007 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $80,076 | 3,007 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $136,841 | 5,007 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $132,284 | 5,007 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $170,620 | 7,007 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $135,165 | 6,587 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $206,866 | 11,848 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $389,700 | 16,711 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $563,287 | 23,095 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||