SEC 13F Intelligence

Greystone Financial Group, LLC / BP

Greystone Financial Group, LLC’s Bp PLC Position

Does Greystone Financial Group, LLC own Bp PLC (BP)? Not currently — the last reported position was 145.4K shares worth $6M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2023
Shares
145.4K
% of Portfolio
+1.40%
Quarters Held
4
position exited

Position History BP

Reported value by quarter
Q4 ’22: $8MQ4 ’22Q1 ’23: $9MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $6MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023145.4K$6M+1.40%
Q2 2023145.3K$5M+1.19%
Q1 2023224.4K$9M+2.15%
Q4 2022224.1K$8M+2.30%

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