Bp PLC 13F Holdings Overview (1 Positions)

CIK: 0000313807

Concentrated strategySector-focusedLong-term holder

Total reported value

$17.7M

Reporting period: 2026-03-31 · Number of holdings: 1

BP PLC disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $17.7M and a quarterly turnover rate of 5.4%.

Browse other institutions with under $100M AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 100
Portfolio Stability: 5.37
Momentum/Contrarian: 50
Sector conviction: 100
Diversification: 2
Sizing Uniformity: —

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Unchanged CME
0.0%　$926.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	CME	Cme Group INC	Stock-Financials	100.00%	—	—

Portfolio Performance

Performance for Q3 2026

-14.4%

Performance Last 4 Quarters

-8.7%

Stdev: +21.2%
Beta: +0.12
Alpha: +12.1%
Max Drawdown: -28.9%
Annualized Perf: +12.9%
Batting Avg vs S&P: +44.4%
Sortino: +1.1
Stutzer: +0.2
Treynor: +1.16
Sterling: +0.53
Calmar: +0.45
Information Ratio: -0.17
Tracking Error: +24%
Stdev Down: +13.2%
Winning Months %: +55.6%
Losing Months %: +44.4%
Best 12 Months: +61.9%
Worst 12 Months: -17%
Efficiency Ratio: +0.26
Sharpe: +0.68
Stdev Sectors: 0%
Skewness: -0.53
Kurtosis: +1.75
Upside Potential: +2.73

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$17.7M	5	1CME Top holdings2026-03-31 1.CME
2025-12-31	1	$16.8M	5	1CME Top holdings2025-12-31 1.CME
2025-09-30	1	$15.9M	0	1CME Top holdings2025-09-30 1.CME
2025-06-30	2	$16.9M	0	1CME 2PONY Top holdings2025-06-30 1.CME 2.PONY
2025-03-31	1	$15.9M	100	1CME Top holdings2025-03-31 1.CME
2024-12-31	1	$13.9M	0	1CME Top holdings2024-12-31 1.CME
2024-09-30	1	$13.2M	0	1CME Top holdings2024-09-30 1.CME
2024-06-30	2	$13.6M	0	1CME 2DOCS Top holdings2024-06-30 1.CME 2.DOCS
2024-03-31	2	$14.7M	0	1CME 2DOCS Top holdings2024-03-31 1.CME 2.DOCS
2023-12-31	2	$14.5M	0	1CME 2DOCS Top holdings2023-12-31 1.CME 2.DOCS
2023-09-30	3	$13.7M	0	1CME 2DOCS 3OLOGBX Top holdings2023-09-30 1.CME 2.DOCS 3.OLOGBX
2023-06-30	3	$13.5M	0	1CME 2DOCS 3OLOGBX Top holdings2023-06-30 1.CME 2.DOCS 3.OLOGBX
2023-03-31	4	$15.1M	0	1CME 2DOCS 3HCP2EUR Top holdings2023-03-31 1.CME 2.DOCS 3.HCP2EUR 4.PATH
2022-12-31	3	$12.7M	0	1CME 2DOCS 3NU Top holdings2022-12-31 1.CME 2.DOCS 3.NU
2022-09-30	2	$13.4M	0	1CME 2DOCS Top holdings2022-09-30 1.CME 2.DOCS
2022-06-30	5	$17.5M	0	1CME 2DOCS 3HCP2EUR Top holdings2022-06-30 1.CME 2.DOCS 3.HCP2EUR 4.PDD 5.EPZMEUR
2022-03-31	4	$18.1M	0	1CME 2DOCS 3PDD Top holdings2022-03-31 1.CME 2.DOCS 3.PDD 4.EPZMEUR
2021-12-31	5	$19.1M	0	1CME 2DOCS 3PDD Top holdings2021-12-31 1.CME 2.DOCS 3.PDD 4.D0A 5.EPZMEUR
2021-09-30	5	$18.3M	0	1CME 2WRBY 3PDD Top holdings2021-09-30 1.CME 2.WRBY 3.PDD 4.OLOGBX 5.EPZMEUR
2021-06-30	581	$2.3B	100	1MSFT 2ADBE 3AMZN Top holdings2021-06-30 1.MSFT 2.ADBE 3.AMZN 4.GOOG 5.AAPL 6.META 7.BAC 8.NVDA 9.UNH 10.TSM
2021-03-31	582	$2.9B	27	1MSFT 2AMZN 3ADBE Top holdings2021-03-31 1.MSFT 2.AMZN 3.ADBE 4.GOOG 5.AAPL 6.BAC 7.ABT 8.META 9.PG 10.UNH
2020-12-31	551	$3.3B	37	1MSFT 2AMZN 3ADBE Top holdings2020-12-31 1.MSFT 2.AMZN 3.ADBE 4.AAPL 5.GOOG 6.PG 7.META 8.MA 9.BAC 10.UNH
2020-09-30	517	$4.1B	56	1MSFT 2AMZN 3AAPL Top holdings2020-09-30 1.MSFT 2.AMZN 3.AAPL 4.ADBE 5.BABA 6.GOOG 7.META 8.NVDA 9.MA 10.PG
2020-06-30	533	$2.7B	23	1MSFT 2AAPL 3AMZN Top holdings2020-06-30 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.META 6.GOOGL 7.GOOG 8.JNJ 9.BRK-B 10.V
2020-03-31	507	$2.3B	34	1MSFT 2AAPL 3AMZN Top holdings2020-03-31 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.META 6.JNJ 7.BRK-B 8.GOOGL 9.GOOG 10.JPM
2019-12-31	520	$3.0B	19	1AAPL 2MSFT 3AMZN Top holdings2019-12-31 1.AAPL 2.MSFT 3.AMZN 4.BABA 5.JPM 6.META 7.BRK-B 8.GOOG 9.GOOGL 10.JNJ
2019-09-30	520	$2.7B	22	1MSFT 2AAPL 3AMZN Top holdings2019-09-30 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.JPM 6.BRK-B 7.META 8.GOOG 9.GOOGL 10.T
2019-06-30	472	$2.7B	24	1MSFT 2AAPL 3AMZN Top holdings2019-06-30 1.MSFT 2.AAPL 3.AMZN 4.META 5.BABA 6.BRK-B 7.JNJ 8.JPM 9.DIS 10.XOM
2019-03-31	383	$2.6B	28	1MSFT 2AAPL 3AMZN Top holdings2019-03-31 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.BRK-B 6.CSCO 7.JNJ 8.GOOG 9.GOOGL 10.VZ
2018-12-31	430	$2.4B	44	1MSFT 2AAPL 3AMZN Top holdings2018-12-31 1.MSFT 2.AAPL 3.AMZN 4.BRK-B 5.JNJ 6.JPM 7.BABA 8.VZ 9.GOOG 10.GOOGL
2018-09-30	472	$3.3B	24	1AAPL 2MSFT 3AMZN Top holdings2018-09-30 1.AAPL 2.MSFT 3.AMZN 4.JPM 5.BRK-B 6.GOOG 7.JNJ 8.XOM 9.GOOGL 10.META
2018-06-30	493	$3.1B	30	1AAPL 2MSFT 3AMZN Top holdings2018-06-30 1.AAPL 2.MSFT 3.AMZN 4.META 5.JPM 6.XOM 7.BRK-B 8.GOOG 9.GOOGL 10.JNJ
2018-03-31	423	$2.8B	23	1AAPL 2MSFT 3AMZN Top holdings2018-03-31 1.AAPL 2.MSFT 3.AMZN 4.BRK-B 5.JPM 6.BABA 7.JNJ 8.XOM 9.GOOG 10.GOOGL
2017-12-31	433	$2.8B	20	1AAPL 2MSFT 3BABA Top holdings2017-12-31 1.AAPL 2.MSFT 3.BABA 4.AMZN 5.JPM 6.META 7.BRK-B 8.JNJ 9.XOM 10.GOOGL
2017-09-30	420	$2.8B	19	1AAPL 2BABA 3MSFT Top holdings2017-09-30 1.AAPL 2.BABA 3.MSFT 4.AMZN 5.META 6.BRK-B 7.XOM 8.JNJ 9.JPM 10.GOOGL
2017-06-30	393	$2.7B	26	1AAPL 2BABA 3MSFT Top holdings2017-06-30 1.AAPL 2.BABA 3.MSFT 4.AMZN 5.JNJ 6.BRK-B 7.XOM 8.JPM 9.META 10.GOOGL
2017-03-31	392	$2.6B	29	1AAPL 2MSFT 3BABA Top holdings2017-03-31 1.AAPL 2.MSFT 3.BABA 4.AMZN 5.META 6.JNJ 7.XOM 8.BRK-B 9.JPM 10.WFC
2016-12-31	433	$2.7B	26	1AAPL 2MSFT 3XOM Top holdings2016-12-31 1.AAPL 2.MSFT 3.XOM 4.BABA 5.JPM 6.BRK-B 7.JNJ 8.AMZN 9.AEP 10.WFC
2016-09-30	393	$2.6B	28	1AAPL 2BABA 3MSFT Top holdings2016-09-30 1.AAPL 2.BABA 3.MSFT 4.XOM 5.AMZN 6.JNJ 7.META 8.BRK-B 9.AEP 10.JPM
2016-06-30	343	$2.5B	28	1AAPL 2XOM 3JNJ Top holdings2016-06-30 1.AAPL 2.XOM 3.JNJ 4.MSFT 5.BABA 6.T 7.AEP 8.AMZN 9.CVX 10.BRK-B
2016-03-31	312	$2.5B	30	1AAPL 2MSFT 3XOM Top holdings2016-03-31 1.AAPL 2.MSFT 3.XOM 4.JNJ 5.AEP 6.T 7.CVX 8.BRK-B 9.PG 10.GOOGL
2015-12-31	288	$2.4B	28	1AAPL 2MSFT 3XOM Top holdings2015-12-31 1.AAPL 2.MSFT 3.XOM 4.AMZN 5.JNJ 6.GOOGL 7.GOOG 8.AEP 9.WFC 10.C
2015-09-30	268	$2.2B	36	1AAPL 2MSFT 3XOM Top holdings2015-09-30 1.AAPL 2.MSFT 3.XOM 4.HD 5.DIS 6.JNJ 7.AEP 8.WFC 9.C 10.BRK-B
2015-06-30	279	$2.7B	33	1AAPL 2XOM 3DIS Top holdings2015-06-30 1.AAPL 2.XOM 3.DIS 4.WFC 5.MSFT 6.PFE 7.BRK-B 8.AEP 9.C 10.JPM
2015-03-31	296	$3.1B	41	1EEM 2AAPL 3XOM Top holdings2015-03-31 1.EEM 2.AAPL 3.XOM 4.BRK-B 5.PFE 6.DIS 7.MSFT 8.WFC 9.JNJ 10.HD
2014-12-31	311	$3.9B	100	1EEM 2AAPL 3MSFT Top holdings2014-12-31 1.EEM 2.AAPL 3.MSFT 4.XOM 5.JNJ 6.BRK-B 7.WFC 8.JPM 9.C 10.AEP
2014-09-30	1	$856.2M	4	1EEM Top holdings2014-09-30 1.EEM
2014-06-30	1	$891.7M	5	1EEM Top holdings2014-06-30 1.EEM
2014-03-31	1	$844.1M	2	1EEM Top holdings2014-03-31 1.EEM
2013-12-31	1	$860.8M	100	1EEM Top holdings2013-12-31 1.EEM
2013-09-30	141	$1.7B	43	1AAPL 2XOM 3JNJ Top holdings2013-09-30 1.AAPL 2.XOM 3.JNJ 4.AEP 5.PFE 6.CVX 7.GOOG 8.MSFT 9.WMT 10.MRK
2013-06-30	148	$1.7B	—	1XOM 2JNJ 3AEP Top holdings2013-06-30 1.XOM 2.JNJ 3.AEP 4.PFE 5.AAPL 6.CVX 7.PG 8.MSFT 9.BRK-B 10.GOOG

Holding changes this quarter

Position changes disclosed by Bp PLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CME	Cme Group INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-06	13F-HR	View on EDGAR
2025-06-30	2025-08-07	13F-HR	View on EDGAR
2025-03-31	2025-05-01	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-08	13F-HR	View on EDGAR
2024-06-30	2024-08-08	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-05-10	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-09	13F-HR	View on EDGAR
2021-09-30	2021-11-10	13F-HR	View on EDGAR
2021-06-30	2021-08-09	13F-HR	View on EDGAR
2021-03-31	2021-05-13	13F-HR	View on EDGAR
2020-12-31	2021-02-08	13F-HR	View on EDGAR
2020-09-30	2020-10-30	13F-HR	View on EDGAR
2020-06-30	2020-08-05	13F-HR	View on EDGAR
2020-03-31	2020-05-05	13F-HR	View on EDGAR
2019-12-31	2020-02-07	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-07-29	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-06	13F-HR	View on EDGAR
2018-09-30	2018-11-02	13F-HR	View on EDGAR
2018-06-30	2018-07-30	13F-HR	View on EDGAR
2018-03-31	2018-04-26	13F-HR	View on EDGAR
2017-12-31	2018-02-06	13F-HR	View on EDGAR
2017-09-30	2017-10-30	13F-HR	View on EDGAR
2017-06-30	2017-08-01	13F-HR	View on EDGAR
2017-03-31	2017-05-09	13F-HR	View on EDGAR
2016-12-31	2017-02-02	13F-HR	View on EDGAR
2016-09-30	2016-11-09	13F-HR	View on EDGAR
2016-06-30	2016-07-29	13F-HR	View on EDGAR
2016-03-31	2016-04-28	13F-HR	View on EDGAR
2015-12-31	2016-02-09	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-07-30	13F-HR	View on EDGAR
2015-03-31	2015-05-01	13F-HR	View on EDGAR
2014-12-31	2015-02-17	13F-HR	View on EDGAR
2014-09-30	2015-02-17	Amendment	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2015-02-17	Amendment	View on EDGAR
2014-06-30	2014-07-30	13F-HR	View on EDGAR
2014-03-31	2015-02-17	Amendment	View on EDGAR
2014-03-31	2014-05-05	13F-HR	View on EDGAR
2013-12-31	2015-02-17	Amendment	View on EDGAR
2013-12-31	2014-02-06	13F-HR	View on EDGAR
2013-09-30	2013-11-06	13F-HR	View on EDGAR
2013-06-30	2013-08-06	13F-HR	View on EDGAR

FAQ

What is Bp PLC and what type of investor is it?

Bp PLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $17.7M, spread across 1 disclosed positions.

What are Bp PLC's largest equity positions?

Based on the latest 13F filing, Bp PLC's top holdings by market value are: 1. Cme Group INC (CME) — $17.7M (100.0%)

What changes did Bp PLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Bp PLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Bp PLC focus on?

Bp PLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%

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Covalent Partners LLC

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Bp PLC 13F Holdings Overview (1 Positions)

CIK: 0000313807

Concentrated strategySector-focusedLong-term holder

Total reported value

$17.7M

Reporting period: 2026-03-31 · Number of holdings: 1

BP PLC disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $17.7M and a quarterly turnover rate of 5.4%.

Browse other institutions with under $100M AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 100
Portfolio Stability: 5.37
Momentum/Contrarian: 50
Sector conviction: 100
Diversification: 2
Sizing Uniformity: —

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Unchanged CME
0.0%　$926.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	CME	Cme Group INC	Stock-Financials	100.00%	—	—

Portfolio Performance

Performance for Q3 2026

-14.4%

Performance Last 4 Quarters

-8.7%

Stdev: +21.2%
Beta: +0.12
Alpha: +12.1%
Max Drawdown: -28.9%
Annualized Perf: +12.9%
Batting Avg vs S&P: +44.4%
Sortino: +1.1
Stutzer: +0.2
Treynor: +1.16
Sterling: +0.53
Calmar: +0.45
Information Ratio: -0.17
Tracking Error: +24%
Stdev Down: +13.2%
Winning Months %: +55.6%
Losing Months %: +44.4%
Best 12 Months: +61.9%
Worst 12 Months: -17%
Efficiency Ratio: +0.26
Sharpe: +0.68
Stdev Sectors: 0%
Skewness: -0.53
Kurtosis: +1.75
Upside Potential: +2.73

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$17.7M	5	1CME Top holdings2026-03-31 1.CME
2025-12-31	1	$16.8M	5	1CME Top holdings2025-12-31 1.CME
2025-09-30	1	$15.9M	0	1CME Top holdings2025-09-30 1.CME
2025-06-30	2	$16.9M	0	1CME 2PONY Top holdings2025-06-30 1.CME 2.PONY
2025-03-31	1	$15.9M	100	1CME Top holdings2025-03-31 1.CME
2024-12-31	1	$13.9M	0	1CME Top holdings2024-12-31 1.CME
2024-09-30	1	$13.2M	0	1CME Top holdings2024-09-30 1.CME
2024-06-30	2	$13.6M	0	1CME 2DOCS Top holdings2024-06-30 1.CME 2.DOCS
2024-03-31	2	$14.7M	0	1CME 2DOCS Top holdings2024-03-31 1.CME 2.DOCS
2023-12-31	2	$14.5M	0	1CME 2DOCS Top holdings2023-12-31 1.CME 2.DOCS
2023-09-30	3	$13.7M	0	1CME 2DOCS 3OLOGBX Top holdings2023-09-30 1.CME 2.DOCS 3.OLOGBX
2023-06-30	3	$13.5M	0	1CME 2DOCS 3OLOGBX Top holdings2023-06-30 1.CME 2.DOCS 3.OLOGBX
2023-03-31	4	$15.1M	0	1CME 2DOCS 3HCP2EUR Top holdings2023-03-31 1.CME 2.DOCS 3.HCP2EUR 4.PATH
2022-12-31	3	$12.7M	0	1CME 2DOCS 3NU Top holdings2022-12-31 1.CME 2.DOCS 3.NU
2022-09-30	2	$13.4M	0	1CME 2DOCS Top holdings2022-09-30 1.CME 2.DOCS
2022-06-30	5	$17.5M	0	1CME 2DOCS 3HCP2EUR Top holdings2022-06-30 1.CME 2.DOCS 3.HCP2EUR 4.PDD 5.EPZMEUR
2022-03-31	4	$18.1M	0	1CME 2DOCS 3PDD Top holdings2022-03-31 1.CME 2.DOCS 3.PDD 4.EPZMEUR
2021-12-31	5	$19.1M	0	1CME 2DOCS 3PDD Top holdings2021-12-31 1.CME 2.DOCS 3.PDD 4.D0A 5.EPZMEUR
2021-09-30	5	$18.3M	0	1CME 2WRBY 3PDD Top holdings2021-09-30 1.CME 2.WRBY 3.PDD 4.OLOGBX 5.EPZMEUR
2021-06-30	581	$2.3B	100	1MSFT 2ADBE 3AMZN Top holdings2021-06-30 1.MSFT 2.ADBE 3.AMZN 4.GOOG 5.AAPL 6.META 7.BAC 8.NVDA 9.UNH 10.TSM
2021-03-31	582	$2.9B	27	1MSFT 2AMZN 3ADBE Top holdings2021-03-31 1.MSFT 2.AMZN 3.ADBE 4.GOOG 5.AAPL 6.BAC 7.ABT 8.META 9.PG 10.UNH
2020-12-31	551	$3.3B	37	1MSFT 2AMZN 3ADBE Top holdings2020-12-31 1.MSFT 2.AMZN 3.ADBE 4.AAPL 5.GOOG 6.PG 7.META 8.MA 9.BAC 10.UNH
2020-09-30	517	$4.1B	56	1MSFT 2AMZN 3AAPL Top holdings2020-09-30 1.MSFT 2.AMZN 3.AAPL 4.ADBE 5.BABA 6.GOOG 7.META 8.NVDA 9.MA 10.PG
2020-06-30	533	$2.7B	23	1MSFT 2AAPL 3AMZN Top holdings2020-06-30 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.META 6.GOOGL 7.GOOG 8.JNJ 9.BRK-B 10.V
2020-03-31	507	$2.3B	34	1MSFT 2AAPL 3AMZN Top holdings2020-03-31 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.META 6.JNJ 7.BRK-B 8.GOOGL 9.GOOG 10.JPM
2019-12-31	520	$3.0B	19	1AAPL 2MSFT 3AMZN Top holdings2019-12-31 1.AAPL 2.MSFT 3.AMZN 4.BABA 5.JPM 6.META 7.BRK-B 8.GOOG 9.GOOGL 10.JNJ
2019-09-30	520	$2.7B	22	1MSFT 2AAPL 3AMZN Top holdings2019-09-30 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.JPM 6.BRK-B 7.META 8.GOOG 9.GOOGL 10.T
2019-06-30	472	$2.7B	24	1MSFT 2AAPL 3AMZN Top holdings2019-06-30 1.MSFT 2.AAPL 3.AMZN 4.META 5.BABA 6.BRK-B 7.JNJ 8.JPM 9.DIS 10.XOM
2019-03-31	383	$2.6B	28	1MSFT 2AAPL 3AMZN Top holdings2019-03-31 1.MSFT 2.AAPL 3.AMZN 4.BABA 5.BRK-B 6.CSCO 7.JNJ 8.GOOG 9.GOOGL 10.VZ
2018-12-31	430	$2.4B	44	1MSFT 2AAPL 3AMZN Top holdings2018-12-31 1.MSFT 2.AAPL 3.AMZN 4.BRK-B 5.JNJ 6.JPM 7.BABA 8.VZ 9.GOOG 10.GOOGL
2018-09-30	472	$3.3B	24	1AAPL 2MSFT 3AMZN Top holdings2018-09-30 1.AAPL 2.MSFT 3.AMZN 4.JPM 5.BRK-B 6.GOOG 7.JNJ 8.XOM 9.GOOGL 10.META
2018-06-30	493	$3.1B	30	1AAPL 2MSFT 3AMZN Top holdings2018-06-30 1.AAPL 2.MSFT 3.AMZN 4.META 5.JPM 6.XOM 7.BRK-B 8.GOOG 9.GOOGL 10.JNJ
2018-03-31	423	$2.8B	23	1AAPL 2MSFT 3AMZN Top holdings2018-03-31 1.AAPL 2.MSFT 3.AMZN 4.BRK-B 5.JPM 6.BABA 7.JNJ 8.XOM 9.GOOG 10.GOOGL
2017-12-31	433	$2.8B	20	1AAPL 2MSFT 3BABA Top holdings2017-12-31 1.AAPL 2.MSFT 3.BABA 4.AMZN 5.JPM 6.META 7.BRK-B 8.JNJ 9.XOM 10.GOOGL
2017-09-30	420	$2.8B	19	1AAPL 2BABA 3MSFT Top holdings2017-09-30 1.AAPL 2.BABA 3.MSFT 4.AMZN 5.META 6.BRK-B 7.XOM 8.JNJ 9.JPM 10.GOOGL
2017-06-30	393	$2.7B	26	1AAPL 2BABA 3MSFT Top holdings2017-06-30 1.AAPL 2.BABA 3.MSFT 4.AMZN 5.JNJ 6.BRK-B 7.XOM 8.JPM 9.META 10.GOOGL
2017-03-31	392	$2.6B	29	1AAPL 2MSFT 3BABA Top holdings2017-03-31 1.AAPL 2.MSFT 3.BABA 4.AMZN 5.META 6.JNJ 7.XOM 8.BRK-B 9.JPM 10.WFC
2016-12-31	433	$2.7B	26	1AAPL 2MSFT 3XOM Top holdings2016-12-31 1.AAPL 2.MSFT 3.XOM 4.BABA 5.JPM 6.BRK-B 7.JNJ 8.AMZN 9.AEP 10.WFC
2016-09-30	393	$2.6B	28	1AAPL 2BABA 3MSFT Top holdings2016-09-30 1.AAPL 2.BABA 3.MSFT 4.XOM 5.AMZN 6.JNJ 7.META 8.BRK-B 9.AEP 10.JPM
2016-06-30	343	$2.5B	28	1AAPL 2XOM 3JNJ Top holdings2016-06-30 1.AAPL 2.XOM 3.JNJ 4.MSFT 5.BABA 6.T 7.AEP 8.AMZN 9.CVX 10.BRK-B
2016-03-31	312	$2.5B	30	1AAPL 2MSFT 3XOM Top holdings2016-03-31 1.AAPL 2.MSFT 3.XOM 4.JNJ 5.AEP 6.T 7.CVX 8.BRK-B 9.PG 10.GOOGL
2015-12-31	288	$2.4B	28	1AAPL 2MSFT 3XOM Top holdings2015-12-31 1.AAPL 2.MSFT 3.XOM 4.AMZN 5.JNJ 6.GOOGL 7.GOOG 8.AEP 9.WFC 10.C
2015-09-30	268	$2.2B	36	1AAPL 2MSFT 3XOM Top holdings2015-09-30 1.AAPL 2.MSFT 3.XOM 4.HD 5.DIS 6.JNJ 7.AEP 8.WFC 9.C 10.BRK-B
2015-06-30	279	$2.7B	33	1AAPL 2XOM 3DIS Top holdings2015-06-30 1.AAPL 2.XOM 3.DIS 4.WFC 5.MSFT 6.PFE 7.BRK-B 8.AEP 9.C 10.JPM
2015-03-31	296	$3.1B	41	1EEM 2AAPL 3XOM Top holdings2015-03-31 1.EEM 2.AAPL 3.XOM 4.BRK-B 5.PFE 6.DIS 7.MSFT 8.WFC 9.JNJ 10.HD
2014-12-31	311	$3.9B	100	1EEM 2AAPL 3MSFT Top holdings2014-12-31 1.EEM 2.AAPL 3.MSFT 4.XOM 5.JNJ 6.BRK-B 7.WFC 8.JPM 9.C 10.AEP
2014-09-30	1	$856.2M	4	1EEM Top holdings2014-09-30 1.EEM
2014-06-30	1	$891.7M	5	1EEM Top holdings2014-06-30 1.EEM
2014-03-31	1	$844.1M	2	1EEM Top holdings2014-03-31 1.EEM
2013-12-31	1	$860.8M	100	1EEM Top holdings2013-12-31 1.EEM
2013-09-30	141	$1.7B	43	1AAPL 2XOM 3JNJ Top holdings2013-09-30 1.AAPL 2.XOM 3.JNJ 4.AEP 5.PFE 6.CVX 7.GOOG 8.MSFT 9.WMT 10.MRK
2013-06-30	148	$1.7B	—	1XOM 2JNJ 3AEP Top holdings2013-06-30 1.XOM 2.JNJ 3.AEP 4.PFE 5.AAPL 6.CVX 7.PG 8.MSFT 9.BRK-B 10.GOOG

Holding changes this quarter

Position changes disclosed by Bp PLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CME	Cme Group INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-06	13F-HR	View on EDGAR
2025-06-30	2025-08-07	13F-HR	View on EDGAR
2025-03-31	2025-05-01	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-08	13F-HR	View on EDGAR
2024-06-30	2024-08-08	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-05-10	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-09	13F-HR	View on EDGAR
2021-09-30	2021-11-10	13F-HR	View on EDGAR
2021-06-30	2021-08-09	13F-HR	View on EDGAR
2021-03-31	2021-05-13	13F-HR	View on EDGAR
2020-12-31	2021-02-08	13F-HR	View on EDGAR
2020-09-30	2020-10-30	13F-HR	View on EDGAR
2020-06-30	2020-08-05	13F-HR	View on EDGAR
2020-03-31	2020-05-05	13F-HR	View on EDGAR
2019-12-31	2020-02-07	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-07-29	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-06	13F-HR	View on EDGAR
2018-09-30	2018-11-02	13F-HR	View on EDGAR
2018-06-30	2018-07-30	13F-HR	View on EDGAR
2018-03-31	2018-04-26	13F-HR	View on EDGAR
2017-12-31	2018-02-06	13F-HR	View on EDGAR
2017-09-30	2017-10-30	13F-HR	View on EDGAR
2017-06-30	2017-08-01	13F-HR	View on EDGAR
2017-03-31	2017-05-09	13F-HR	View on EDGAR
2016-12-31	2017-02-02	13F-HR	View on EDGAR
2016-09-30	2016-11-09	13F-HR	View on EDGAR
2016-06-30	2016-07-29	13F-HR	View on EDGAR
2016-03-31	2016-04-28	13F-HR	View on EDGAR
2015-12-31	2016-02-09	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-07-30	13F-HR	View on EDGAR
2015-03-31	2015-05-01	13F-HR	View on EDGAR
2014-12-31	2015-02-17	13F-HR	View on EDGAR
2014-09-30	2015-02-17	Amendment	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2015-02-17	Amendment	View on EDGAR
2014-06-30	2014-07-30	13F-HR	View on EDGAR
2014-03-31	2015-02-17	Amendment	View on EDGAR
2014-03-31	2014-05-05	13F-HR	View on EDGAR
2013-12-31	2015-02-17	Amendment	View on EDGAR
2013-12-31	2014-02-06	13F-HR	View on EDGAR
2013-09-30	2013-11-06	13F-HR	View on EDGAR
2013-06-30	2013-08-06	13F-HR	View on EDGAR