Position in BP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$680,175
-$754,406 QoQ
Shares Held
18,408
-39.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#427
of 1,162 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, 2026Clearstead Advisors, LLC holds $67,365,824 across 13 Oil & Gas Integrated names. BP ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
236,056 | $32,273,576 | |
| 2 | CVX |
Chevron Corp
|
174,767 | $28,969,377 | |
| 3 | SHEL |
Shell plc
|
34,788 | $2,697,461 | |
| 4 | TTE |
TotalEnergies SE
|
13,491 | $1,049,060 | |
| 5 | BP |
Bp PLC
This page
|
18,408 | $680,175 | |
| 6 | IMO |
Imperial Oil Ltd
|
4,427 | $495,912 | |
| 7 | NFG |
National Fuel Gas Co
|
5,601 | $432,453 | |
| 8 | SU |
Suncor Energy Inc
|
6,479 | $347,792 |
All Filings in BP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,175 | 18,408 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,434,581 | 30,523 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $406,931 | 11,717 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $403,388 | 11,706 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $355,269 | 11,870 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $445,284 | 13,178 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $511,890 | 17,317 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $562,791 | 17,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $664,889 | 18,418 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $151,172 | 4,012 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $142,024 | 4,012 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $169,593 | 4,380 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $141,971 | 4,023 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $212,691 | 5,606 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $381,400 | 10,919 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $302,687 | 10,602 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $294,301 | 10,381 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $182,574 | 6,210 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $91,553 | 3,438 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $810,006 | 29,638 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $355,005 | 13,437 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $292,613 | 12,017 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $271,848 | 13,248 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $284,982 | 16,322 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $350,313 | 15,022 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $435,288 | 17,847 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||