BP p.l.c. - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US0556221044

SecurityBP / BP p.l.c. - Depositary Receipt (Common Stock)
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership1,340 shares
Latest Disclosed Value $ 62,980
Jfs Wealth Advisors, Llc reports 1.98% decrease in ownership of BP / BP p.l.c. - Depositary Receipt (Common Stock)

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,340 shares of BP p.l.c. - Depositary Receipt (Common Stock) (US:BP) valued at $62,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,367 shares of BP p.l.c. - Depositary Receipt (Common Stock). This represents a change in shares of -1.98% during the quarter. The current value of the position is $57,580 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F BP SPONSORED ADR 055622104 1,340 -27 -1.98 63 31.91 0.0035
2026-01-14 2025-12-31 13F BP SPONSORED ADR 055622104 1,367 0 0.00 47 0.00 0.0027
2025-11-10 2025-09-30 13F BP SPONSORED ADR 055622104 1,367 0 0.00 47 17.50 0.0028
2025-07-24 2025-06-30 13F BP SPONSORED ADR 055622104 1,367 -353 -20.52 41 -31.03 0.0026
2025-04-22 2025-03-31 13F BP SPONSORED ADR 055622104 1,720 -178 -9.38 58 3.57 0.0039
2025-01-31 2024-12-31 13F BP SPONSORED ADR 055622104 1,898 0 0.00 56 -5.08 0.0038
2024-10-25 2024-09-30 13F BP SPONSORED ADR 055622104 1,898 -429 -18.44 60 -29.76 0.0040
2024-07-15 2024-06-30 13F BP SPONSORED ADR 055622104 2,327 -204 -8.06 84 -11.58 0.0066
2024-04-30 2024-03-31 13F BP SPONSORED ADR 055622104 2,531 -1 -0.04 95 6.74 0.0076
2024-02-07 2023-12-31 13F BP SPONSORED ADR 055622104 2,532 6 0.24 90 -8.25 0.0076
2023-11-02 2023-09-30 13F BP SPONSORED ADR 055622104 2,526 4 0.16 98 10.23 0.0092
2023-08-07 2023-06-30 13F BP SPONSORED ADR 055622104 2,522 14 0.56 89 -7.37 0.0080
2023-04-19 2023-03-31 13F BP SPONSORED ADR 055622104 2,508 1 0.04 95 9.20 0.0090
2023-02-13 2022-12-31 13F BP SPONSORED ADR 055622104 2,507 373 17.48 88 42.62 0.0086
2022-10-21 2022-09-30 13F BP SPONSORED ADR 055622104 2,134 419 24.43 61 24.49 0.0067
2022-08-02 2022-06-30 13F BP SPONSORED ADR 055622104 1,715 -18 -1.04 49 -3.92 0.0052
2022-05-02 2022-03-31 13F BP SPONSORED ADR 055622104 1,733 -912 -34.48 51 -27.14 0.0048
2022-02-03 2021-12-31 13F BP SPONSORED ADR 055622104 2,645 0 0.00 70 -2.78 0.0066
2021-11-09 2021-09-30 13F BP SPONSORED ADR 055622104 2,645 904 51.92 72 56.52 0.0074
2021-08-04 2021-06-30 13F BP SPONSORED ADR 055622104 1,741 0 0.00 46 9.52 0.0069
2021-04-28 2021-03-31 13F BP SPONSORED ADR 055622104 1,741 -753 -30.19 42 -17.65 0.0086
2021-02-01 2020-12-31 13F BP SPONSORED ADR 055622104 2,494 0 0.00 51 15.91 0.0107
2020-10-28 2020-09-30 13F BP SPONSORED ADR 055622104 2,494 246 10.94 44 -15.38 0.0105
2020-08-05 2020-06-30 13F BP SPONSORED ADR 055622104 2,248 504 28.90 52 20.93 0.0135
2020-04-29 2020-03-31 13F BP SPONSORED ADR 055622104 1,744 519 42.37 43 -6.52 0.0129
2020-02-03 2019-12-31 13F BP SPONSORED ADR 055622104 1,225 -588 -32.43 46 -33.33 0.0113
2019-10-30 2019-09-30 13F BP SPONSORED ADR 055622104 1,813 10 0.55 69 -8.00 0.0176
2019-08-06 2019-06-30 13F BP SPONSORED ADR 055622104 1,803 13 0.73 75 -3.85 0.0190
2019-04-23 2019-03-31 13F BP SPONSORED ADR 055622104 1,790 -173 -8.81 78 5.41 0.0203
2019-01-26 2018-12-31 13F BP SPONSORED ADR 055622104 1,963 -1,833 -48.29 74 -57.71 0.0198
2018-11-09 2018-09-30 13F BP SPONSORED ADR 055622104 3,796 97 2.62 175 3.55 0.0451
2018-07-25 2018-06-30 13F BP SPONSORED ADR 055622104 3,699 -364 -8.96 169 2.42 0.0445
2018-04-26 2018-03-31 13F BP SPONSORED ADR 055622104 4,063 -133 -3.17 165 -6.25 0.0435
2018-01-30 2017-12-31 13F BP SPONSORED ADR 055622104 4,196 -196 -4.46 176 4.14 0.0431
2017-10-20 2017-09-30 13F BP SPONSORED ADR 055622104 4,392 -487 -9.98 169 0.00 0.0437
2017-07-28 2017-06-30 13F BP SPONSORED ADR 055622104 4,879 -757 -13.43 169 -19.91 0.0464
2017-04-24 2017-03-31 13F BP SPONSORED ADR 055622104 5,636 0 0.00 211 0.00 0.0571
2017-01-30 2016-12-31 13F BP SPONSORED ADR 055622104 5,636 46 0.82 211 7.11 0.0571
2016-10-26 2016-09-30 13F BP SPONSORED ADR 055622104 5,590 495 9.72 197 27.92 0.0563
2016-04-25 2016-03-31 13F BP SPONSORED ADR 055622104 5,095 186 3.79 154 0.65 0.0454
2016-02-03 2015-12-31 13F BP SPONSORED ADR 055622104 4,909 -1,561 -24.13 153 -22.73 0.0441
2015-10-27 2015-09-30 13F BP SPONSORED ADR 055622104 6,470 -480 -6.91 198 -28.78 0.0872
2015-07-31 2015-06-30 13F BP SPONSORED ADR 055622104 6,950 -19,384 -73.61 278 -27.60 0.1427
2015-04-28 2015-03-31 13F BP SPONSORED ADR 055622104 26,334 20,300 336.43 384 66.96 0.1801
2015-01-23 2014-12-31 13F BP SPONSORED ADR 055622104 6,034 -18,345 -75.25 230 -43.77 0.0365
2014-10-29 2014-09-30 13F BP SPONSORED ADR 055622104 24,379 17,438 251.23 409 11.75 0.0715
2014-07-29 2014-06-30 13F BP SPONSORED ADR 055622104 6,941 -2,772 -28.54 366 -99.92 0.0670
2014-04-17 2014-03-31 13F BP plc ADR SPONSORED ADR 055622104 9,713 -4,475 -31.54 467,203 67,610.58 0.2588
2014-01-14 2013-12-31 13F BP plc ADR SPONSORED ADR 055622104 14,188 866 6.50 690 23.21 0.3006
2013-10-10 2013-09-30 13F BP plc ADR SPONSORED ADR 055622104 13,322 3,080 30.07 560 -99.87 0.2616
2013-07-17 2013-06-30 13F BP plc ADR SPONSORED ADR 055622104 10,242 10,242 427,488 0.2146
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.