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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

BP holding history

BP PLC in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BP overviewAll 13F holders of BPFull Q2 2026 holdings

Shares (Q2 2026)
62,233
Value
$2.30M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of BP by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,233$2.30M0.2%−271−0.4%ReducedHolders
Q1 202662,504$2.94M0.3%+100+0.2%AddedHolders
Q4 202562,404$2.17M0.2%+1,113+1.8%AddedHolders
Q3 202561,291$2.11M0.2%+16,886+38.0%AddedHolders
Q2 202544,405$1.33M0.2%+10,330+30.3%AddedHolders
Q1 202534,075$1.15M0.1%+11,283+49.5%AddedHolders
Q4 202422,792$673.7K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202425,449$918.7K0.1%00.0%UnchangedHolders
Q1 202425,449$958.9K0.1%−724−2.8%ReducedHolders
Q4 202326,173$926.5K0.1%+600+2.3%AddedHolders
Q3 202325,573$990.2K0.2%00.0%UnchangedHolders
Q2 202325,573$902.5K0.1%+1,325+5.5%AddedHolders
Q1 202324,248$920.0K0.1%00.0%UnchangedHolders
Q4 202224,248$847.0K0.1%+180+0.7%AddedHolders
Q3 202224,068$687.0K0.1%−64−0.3%ReducedHolders
Q2 202224,132$684.0K0.1%+64+0.3%AddedHolders
Q1 202224,068$708.0K0.1%00.0%UnchangedHolders
Q4 202124,068$641.0K0.1%00.0%UnchangedHolders
Q3 202124,068$658.0K0.1%−8,791−26.8%ReducedHolders
Q2 202132,859$868.0K0.1%−727−2.2%ReducedHolders
Q1 202133,586$818.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.