SEC Filing Summary: BP PLC (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by BP PLC, an institutional investment manager, for the quarter ended June 30, 2026. The report discloses equity holdings managed by BP PLC and includes one other manager, BP Investment Management Ltd. The filing was signed by Andy Zone, Senior Finance Manager, on August 6, 2026.
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the operating financial performance of BP PLC itself. Consequently, the filing does not contain data on revenue, profit, cash flow, margins, debt, or liquidity for the company's operations.
- Total Value of Reported Holdings: $15,826,041
- Number of Holdings Reported: 2
- Number of Other Included Managers: 1
Material Changes
The filing text provided does not include comparative data from the prior period (March 31, 2026) or a breakdown of specific securities to determine material changes in portfolio composition or value.
Guidance, Outlook, and Risks
Form 13F filings are regulatory disclosures of holdings and do not contain management commentary, forward-looking guidance, risk factors, or details 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
- Scope of Report: This document reflects only the equity portfolio managed by BP PLC, not the consolidated financial results of BP PLC as an energy company.
- Portfolio Size: The total value of the reported holdings is approximately $15.8 million, which may represent a small subset of the manager's total assets under management.
- Holdings Count: Only 2 distinct holdings are reported in this specific filing.
- Related Entity: The report includes holdings for BP Investment Management Ltd (File No. 028-05357).