BP shares owned by Heritage Wealth Advisors
Historical chart of Heritage Wealth Advisors investment in BP
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Quarterly reported holdings in BP by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $120k | 2.5k | 47.00 |
| 2025-12-31 | $89k | 2.5k | 34.73 |
| 2025-09-30 | $88k | 2.5k | 34.46 |
| 2025-06-30 | $76k | 2.5k | 29.93 |
| 2025-03-31 | $86k | 2.5k | 33.79 |
| 2024-12-31 | $75k | 2.5k | 29.56 |
| 2024-09-30 | $89k | 2.8k | 31.39 |
| 2024-06-30 | $92k | 2.5k | 36.10 |
| 2024-03-31 | $99k | 2.6k | 37.68 |
| 2023-12-31 | $90k | 2.5k | 35.40 |
| 2023-09-30 | $99k | 2.5k | 38.72 |
| 2023-06-30 | $90k | 2.5k | 35.29 |
| 2023-03-31 | $97k | 2.5k | 37.94 |
| 2022-12-31 | $89k | 2.5k | 34.93 |
| 2022-09-30 | $73k | 2.5k | 28.65 |
| 2022-06-30 | $72k | 2.5k | 28.26 |
| 2022-03-31 | $75k | 2.5k | 29.43 |
| 2021-12-31 | $68k | 2.5k | 26.63 |
| 2021-09-30 | $70k | 2.5k | 27.33 |
| 2021-06-30 | $28k | 1.0k | 26.42 |
| 2021-03-31 | $26k | 1.0k | 24.35 |
| 2020-12-31 | $22k | 1.0k | 20.99 |
| 2020-09-30 | $18k | 1.0k | 17.46 |
| 2020-06-30 | $24k | 45 | 533.33 |
| 2020-03-31 | $26k | 1.0k | 24.39 |
| 2019-12-31 | $109k | 2.9k | 37.74 |
| 2019-09-30 | $106k | 2.8k | 37.94 |
| 2019-06-30 | $90k | 2.2k | 41.70 |
| 2019-03-31 | $102k | 2.3k | 43.72 |
| 2018-12-31 | $46k | 1.2k | 37.89 |
| 2018-09-30 | $55k | 1.2k | 45.30 |