Position in BP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$305,872
-$67,731 QoQ
Shares Held
8,278
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#662
of 1,162 holders
Holding Since
Mar 2023
14 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, 2026PDS Planning, Inc holds $8,782,921 across 10 Oil & Gas Integrated names. BP ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
25,071 | $3,427,707 | |
| 2 | CVX |
Chevron Corp
|
12,434 | $2,061,059 | |
| 3 | SHEL |
Shell plc
|
12,101 | $938,311 | |
| 4 | TTE |
TotalEnergies SE
|
8,519 | $662,437 | |
| 5 | SU |
Suncor Energy Inc
|
6,627 | $355,737 | |
| 6 | IMO |
Imperial Oil Ltd
|
2,804 | $314,104 | |
| 7 | BP |
Bp PLC
This page
|
8,278 | $305,872 | |
| 8 | E |
Eni Spa
|
6,408 | $300,278 |
All Filings in BP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,872 | 8,278 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $373,603 | 7,949 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $313,160 | 9,017 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $299,664 | 8,696 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $268,472 | 8,970 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $353,477 | 10,461 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $270,799 | 9,161 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $220,232 | 7,016 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $295,983 | 8,199 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $310,558 | 8,242 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $257,853 | 7,284 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $297,369 | 7,680 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $257,405 | 7,294 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $280,528 | 7,394 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||