Summit Financial Wealth Advisors’s BP BP Stock Holding History

Summit Financial Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$238K	Buy
2024 Q4	–	Sell
2024 Q3	$234K	Buy
2023 Q3	–	Sell
2023 Q2	$234K	Buy
2023 Q1	$201K	Buy
2015 Q4	–	Sell
2015 Q3	$7K	Hold
2015 Q2	$9K	Sell
2015 Q1	$10K	Hold
2014 Q4	$9K	Buy