Summit Financial Wealth Advisors’s BP BP Stock Holding History

Summit Financial Wealth Advisors’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	–	Sell	-5,062	Closed	-$238K	–	226
2026 Q1	$238K	Buy	+5,062	New	+$198K	0.03%	175
2024 Q4	–	Sell	-7,461	Closed	-$234K	–	151
2024 Q3	$234K	Buy	+7,461	New	+$252K	0.04%	133
2023 Q3	–	Sell	-6,626	Closed	-$234K	–	122
2023 Q2	$234K	Buy	6,626 +1,322	+25%	+$48.9K	0.05%	109
2023 Q1	$201K	Buy	+5,304	New	+$198K	0.05%	120
2015 Q4	–	Sell	-282	Closed	-$7K	–	131
2015 Q3	$7K	Hold	282	–	–	﹤0.01%	195
2015 Q2	$9K	Sell	282 -4	-1%	-$140	0.01%	233
2015 Q1	$10K	Hold	286	–	–	0.01%	197
2014 Q4	$9K	Buy	+286	New	+$9.61K	0.01%	204

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

Summit Financial Wealth Advisors's BP Position: Q2 2026 in Review

Summit Financial Wealth Advisors sold out of BP (BP) in Q2 2026, closing a stake of 5,062 shares — an estimated $238K sold.

Summit Financial Wealth Advisors first reported a position in BP in Q4 2014 and held it in 8 quarters. The position peaked at $238K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Summit Financial Wealth Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Summit Financial Wealth Advisors sold 5,062 BP shares in Q2 2026, an estimated $238K.
Summit Financial Wealth Advisors first reported a position in BP in Q4 2014 and held it in 8 quarters.
Summit Financial Wealth Advisors's BP position peaked at $238K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.