Lummis Asset Management’s BP BP Stock Holding History

Lummis Asset Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Hold	4,239	–	–	0.11%	61
2026 Q1	$201K	Hold	4,239	–	–	0.12%	60
2025 Q4	$147K	Buy	4,239 +3,239	+324%	+$114K	0.09%	63
2025 Q3	$81.3K	Buy	+1,000	New	+$33.5K	0.05%	75
2025 Q2	–	Sell	-4,239	Closed	-$116K	–	161
2025 Q1	$116K	Buy	+4,239	New	+$138K	0.08%	66
2024 Q1	–	Sell	-4,239	Closed	-$150K	–	160
2023 Q4	$150K	Buy	+4,239	New	+$155K	0.11%	61

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lummis Asset Management's BP Position: Q2 2026 in Review

Lummis Asset Management held its BP (BP) position steady in Q2 2026 at 4,239 shares worth $187K. The position accounts for 0.11% of the portfolio, ranked #61.

Lummis Asset Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since. The position peaked at $201K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Lummis Asset Management held 4,239 shares of BP worth $187K as of Q2 2026.
Lummis Asset Management left its BP share count unchanged in Q2 2026.
BP made up 0.11% of Lummis Asset Management's portfolio in Q2 2026, its #61 holding.
Lummis Asset Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since.
Lummis Asset Management's BP position peaked at $201K in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.