SGI
BP icon

Summit Global Investments’s BP BP Stock Holding History

Summit Global Investments’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
-10,949
Closed -$515K – 525
2026
Q1 		$515K Sell
10,949
-89
-0.8% -$3.49K 0.03% 327
2025
Q4 		$383K Buy
+11,038
New +$387K 0.02% 382
2024
Q1 		– Sell
-12,866
Closed -$455K – 510
2023
Q4 		$455K Sell
12,866
-156
-1% -$5.71K 0.03% 345
2023
Q3 		$504K Buy
+13,022
New +$483K 0.03% 339
2020
Q1 		– Sell
-23,420
Closed -$884K – 224
2019
Q4 		$884K Buy
23,420
+1,755
+8% +$66.6K 0.1% 164
2019
Q3 		$823K Buy
21,665
+5,334
+33% +$204K 0.1% 182
2019
Q2 		$670K Buy
16,331
+1,658
+11% +$69.6K 0.08% 234
2019
Q1 		$631K Buy
+14,673
New +$601K 0.08% 235

Other funds holding BP

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Summit Global Investments's BP Position: Q2 2026 in Review

Summit Global Investments sold out of BP (BP) in Q2 2026, closing a stake of 10,949 shares — an estimated $515K sold.

Summit Global Investments first reported a position in BP in Q1 2019 and held it in 8 quarters. The position peaked at $884K in Q4 2019. 541 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Summit Global Investments reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 10,949 BP shares in Q2 2026, an estimated $515K.
  • Summit Global Investments first reported a position in BP in Q1 2019 and held it in 8 quarters.
  • Summit Global Investments's BP position peaked at $884K in Q4 2019.
  • 541 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.