13F Insight
DOSSIER · 13F-HR · Q2 2026

BP PLC

$16M in tracked AUM across 2 positions as of Q2 2026.

BP
CIK 0000313807 · last filed Jun 30, 2026
Total AUM
$16M
as of Q2 2026
Holdings
2
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

The 13F filed by BP PLC (CIK 0000313807) for the quarter ended 2025-09-30 reports a very small and highly concentrated equity portfolio with a total market value of $15.93 million and a single reported holding. The portfolio declined by $0.95 million (-5.6%) from the prior quarter’s reported total of $16.88 million. Relative to BP as a corporation (large global energy company), this $15.93M equity sleeve is immaterial in size and appears to reflect a discrete treasury or non...

Key Holdings

The only reported holding is CME Group Inc (CME), classified in Financial Services, valued at $15.93M and representing 60,000 shares (100.0% of the reported portfolio). Implied share price this quarter = $15,930,000 / 60,000 = approximately $265.50 per share. On a quarter-over-quarter basis CME’s reported value fell from approximately $16.534M to $15.93M, a decline of $604,350, which equals about a -3.66% change in the CME position (price movement), assuming share count remained unchanged. CME’s large-cap, liquid listing makes it a tradeable and marketable single-stock exposure.

Sector Allocation

Sector concentration is absolute: 100% Financial Services ($15.93M). There is no reported exposure to energy, industrials, technology (except previously small PONY AI), or other sectors within this 13F. For a filer whose principal business is energy, the equity sleeve shows a notable tilt away from BP’s operating sector into a single financial-services security.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CME
CME GROUP INC
$16M60K99.6%02
WLTH
WEALTHFRONT CORP
$68K7K0.4%

Filing history

2026Q2Jun 30
$16M▼ 10.7%
2 positionsView →2026Q1Mar 31
$18M▲ 5.5%
1 positionsView →2025Q4Dec 31
$17M▲ 5.4%
1 positionsView →2025Q3Sep 30
$16M▼ 5.6%
1 positionsView →2025Q2Jun 30
$17M▲ 6.1%
2 positionsLocked2025Q1Mar 31
$16M▲ 14.2%
1 positionsLocked2024Q4Dec 31
$14M▲ 5.2%
1 positionsLocked2024Q3Sep 30
$13M▼ 3.0%
1 positionsLocked2024Q2Jun 30
$14M▼ 7.2%
2 positionsLocked2024Q1Mar 31
$15M▲ 1.4%
2 positionsLocked2023Q4Dec 31
$14M▲ 6.1%
2 positionsLocked2023Q3Sep 30
$14M▲ 1.3%
3 positionsLocked
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