Position in BP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,345,918
-$703,536 QoQ
Shares Held
63,489
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#222
of 1,162 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $46,706,404 across 13 Oil & Gas Integrated names. BP ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
134,721 | $22,331,352 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
149,044 | $20,377,295 | |
| 3 | BP |
Bp PLC
This page
|
63,489 | $2,345,918 | |
| 4 | SHEL |
Shell plc
|
6,741 | $522,697 | |
| 5 | NFG |
National Fuel Gas Co
|
5,829 | $450,057 | |
| 6 | CVE |
Cenovus Energy Inc.
|
16,096 | $399,341 | |
| 7 | TTE |
TotalEnergies SE
|
1,479 | $115,007 | |
| 8 | SU |
Suncor Energy Inc
|
1,629 | $87,444 |
All Filings in BP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,345,918 | 63,489 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,049,454 | 64,882 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,557,864 | 73,650 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,649,181 | 76,877 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,333,761 | 77,974 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,469,609 | 73,087 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,096,099 | 70,910 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,237,981 | 71,296 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,620,246 | 72,583 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,722,794 | 72,261 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,505,859 | 70,787 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||