SEC 13F Intelligence

Carolina Wealth Advisors, LLC / BP

Carolina Wealth Advisors, LLC’s Bp PLC Position

Does Carolina Wealth Advisors, LLC own Bp PLC (BP)? Yes — 78.3K shares worth $3M (+1.13% of its 13F portfolio) as of Q2 2026, down from 79.6K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
78.3K
% of Portfolio
+1.13%
Quarters Held
9
currently held

Position History BP

Reported value by quarter
Q4 ’19: $5,000Q4 ’19Q1 ’20: $3,000Q2 ’20: $3,000Q2 ’20Q3 ’20: $2,000Q4 ’20: $2,000Q4 ’20Q3 ’25: $58,548Q4 ’25: $60,013Q4 ’25Q1 ’26: $4MQ2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202678.3K$3M+1.13%
Q1 202679.6K$4M+1.56%
Q4 20251.7K$60,013+0.03%
Q3 20251.7K$58,548+0.03%
Q4 2020121$2,0000.00%
Q3 2020121$2,0000.00%
Q2 2020121$3,0000.00%
Q1 2020121$3,0000.00%
Q4 2019121$5,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of BP.