SEC Filing Summary: BP PLC (13F-HR)
Business Context and Reporting Period
This Form 13F-HR is a quarterly holdings report filed by BP PLC, an institutional investment manager, for the period ended March 31, 2026. The report was signed on May 8, 2026, by Andy Zone, Senior Finance Manager. The filing covers the investment portfolio managed by BP PLC and includes one other included manager: BP Investment Management Ltd (File No. 028-05357).
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance of BP PLC itself. The following metrics are derived from the reported holdings:
- Total Value of Reported Holdings: $17,721,000
- Number of Holdings Reported: 1
- Number of Other Included Managers: 1
Note: This filing does not contain data on BP PLC's corporate revenue, profit, cash flow, margins, debt, or liquidity. Those metrics are found in the company's 10-K or 10-Q filings.
Material Changes
The filing text does not provide comparative data for the prior quarter or year. Consequently, material changes in holdings value or composition versus the prior comparable period cannot be determined from this document alone.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of long-term equity positions and do not contain management guidance, future outlook, risk factors, or commentary on contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the specific security held within the single reported entry to understand the nature of the investment.
- Confirm the relationship between BP PLC and the included manager, BP Investment Management Ltd, to ensure full portfolio coverage.
- Consult BP PLC's 10-K or 10-Q filings for actual corporate financial performance (revenue, earnings, debt) as this 13F only reflects external equity investments.
- Note the reporting lag: The report covers Q1 2026 but was filed in May 2026.