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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

BP holding history

BP PLC in every 13F filed by Xcel Wealth Management, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of BP by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−9,531−100.0%Sold outHolders
Q4 20259,531$331.0K0.1%−53−0.6%ReducedHolders
Q3 20259,584$330.3K0.1%−184−1.9%ReducedHolders
Q2 20259,768$292.3K0.1%−82−0.8%ReducedHolders
Q1 20259,850$332.8K0.1%−119−1.2%ReducedHolders
Q4 20249,969$294.7K0.1%−231−2.3%ReducedHolders
Q3 202410,200$320.2K0.1%+100+1.0%AddedHolders
Q2 202410,100$364.6K0.1%−498−4.7%ReducedHolders
Q1 202410,598$399.3K0.1%−100−0.9%ReducedHolders
Q4 202310,698$378.7K0.1%+21+0.2%AddedHolders
Q3 202310,677$413.4K0.2%−2,620−19.7%ReducedHolders
Q2 202313,297$469.2K0.1%−438−3.2%ReducedHolders
Q1 202313,735$521.1K0.2%−40.0%ReducedHolders
Q4 202213,739$479.9K0.2%−116−0.8%ReducedHolders
Q3 202213,855$396.0K0.1%−1,196−7.9%ReducedHolders
Q2 202215,051$427.0K0.2%+50.0%AddedHolders
Q1 202215,046$442.0K0.1%−1,398−8.5%ReducedHolders
Q4 202116,444$438.0K0.1%−11,895−42.0%ReducedHolders
Q3 202128,339$775.0K0.2%+2,402+9.3%AddedHolders
Q2 202125,937$685.0K0.2%+9,747+60.2%AddedHolders
Q1 202116,190$394.0K0.1%––Holders

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