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Summit Financial’s BP BP Stock Holding History

Summit Financial’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
Q1 		$727K Sell
15,469
-2,398
-13% -$93.9K 0.01% 885
2025
Q4 		$621K Buy
17,867
+229
+1% +$8.03K 0.01% 816
2025
Q3 		$608K Sell
17,638
-41
-0.2% -$1.37K 0.01% 829
2025
Q2 		$529K Buy
17,679
+1,631
+10% +$47.8K 0.01% 564
2025
Q1 		$542K Sell
16,048
-4,344
-21% -$142K 0.02% 491
2024
Q4 		$603K Buy
20,392
+3,084
+18% +$92.7K 0.02% 415
2024
Q3 		$543K Buy
17,308
+2,654
+18% +$89.8K 0.02% 360
2024
Q2 		$529K Buy
14,654
+7,383
+102% +$277K 0.02% 317
2024
Q1 		$274K Buy
+7,271
New +$261K 0.02% 330
2022
Q3 		– Sell
-10,221
Closed -$290K – 256
2022
Q2 		$290K Sell
10,221
-5,300
-34% -$162K 0.03% 201
2022
Q1 		$456K Buy
15,521
+375
+2% +$11.4K 0.04% 183
2021
Q4 		$403K Buy
15,146
+696
+5% +$19.3K 0.03% 185
2021
Q3 		$395K Sell
14,450
-2,330
-14% -$58.4K 0.03% 163
2021
Q2 		$443K Buy
+16,780
New +$440K 0.04% 95

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Financial's BP Position: Q1 2026 in Review

Summit Financial reduced its BP (BP) stake by 13% in Q1 2026, selling an estimated $93.9K and leaving 15,469 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #885.

Summit Financial first reported a position in BP in Q2 2021 and has held it in 14 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Summit Financial held 15,469 shares of BP worth $727K as of Q1 2026.
  • Summit Financial sold 2,398 BP shares in Q1 2026, an estimated $93.9K.
  • BP made up 0.01% of Summit Financial's portfolio in Q1 2026, its #885 holding.
  • Summit Financial first reported a position in BP in Q2 2021 and has held it in 14 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.