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Summit Securities Group’s BP BP Stock Holding History

Summit Securities Group’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 		$32.9K Sell
700
-28,100
-98% -$1.1M ﹤0.01% 445
2025
Q4 		$1M Sell
28,800
-55,264
-66% -$1.94M 0.13% 133
2025
Q3 		$2.9M Sell
84,064
-150,946
-64% -$5.06M 0.6% 39
2025
Q2 		$7.03M Buy
235,010
+224,787
+2,199% +$6.59M 1.35% 14
2025
Q1 		$345K Buy
10,223
+9,623
+1,604% +$314K 0.05% 135
2024
Q4 		$17.7K Sell
600
-23,318
-97% -$701K ﹤0.01% 395
2024
Q3 		$1.01M Buy
23,918
+1,194
+5% +$40.4K 0.27% 57
2024
Q2 		$1.41M Buy
22,724
+15,172
+201% +$569K 0.27% 51
2024
Q1 		$285K Sell
7,552
-305,311
-98% -$10.9M 0.05% 134
2023
Q4 		$11.1M Buy
312,863
+263,343
+532% +$9.64M 1% 18
2023
Q3 		$1.92M Buy
49,520
+33,321
+206% +$1.24M 0.2% 62
2023
Q2 		$572K Sell
16,199
-39,307
-71% -$1.45M 0.07% 130
2023
Q1 		$2.11M Buy
55,506
+34,272
+161% +$1.28M 0.17% 62
2022
Q4 		$742K Buy
21,234
+5,835
+38% +$194K 0.03% 187
2022
Q3 		$440K Sell
15,399
-7,900
-34% -$235K 0.03% 277
2022
Q2 		$661K Sell
23,299
-7,501
-24% -$230K 0.08% 163
2022
Q1 		$906K Sell
30,800
-285,000
-90% -$8.69M 0.1% 153
2021
Q4 		$8.41M Buy
315,800
+292,600
+1,261% +$8.12M 0.39% 47
2021
Q3 		$634K Sell
23,200
-20,400
-47% -$511K 0.05% 355
2021
Q2 		$1.15M Buy
43,600
+8,100
+23% +$212K 0.1% 220
2021
Q1 		$864K Buy
35,500
+11,000
+45% +$265K 0.09% 224
2020
Q4 		$503K Sell
24,500
-1,100
-4% -$20.7K 0.04% 347
2020
Q3 		$447K Buy
25,600
+14,800
+137% +$320K 0.05% 237
2020
Q2 		$252K Buy
10,800
+1,200
+13% +$28.8K 0.03% 356
2020
Q1 		$234K Buy
9,600
+2,400
+33% +$77.6K 0.04% 235
2019
Q4 		$272K Buy
+7,200
New +$273K 0.02% 361
2019
Q1 		– Sell
-46,843
Closed -$1.72M – 208
2018
Q4 		$1.72M Sell
46,843
-6,782
-13% -$271K 0.15% 92
2018
Q3 		$2.36M Sell
53,625
-2,261
-4% -$94.5K 0.88% 22
2018
Q2 		$2.4M Buy
+55,886
New +$2.35M 0.35% 48
2018
Q1 		– Sell
-17,588
Closed -$663K – 157
2017
Q4 		$677K Buy
17,588
+11,157
+173% +$404K 0.08% 79
2017
Q3 		$223K Buy
+6,431
New +$204K 0.04% 183
2015
Q4 		– Sell
-1,188
Closed -$33.8K – 298
2015
Q3 		$31K Sell
1,188
-4,398
-79% -$129K 0.02% 186
2015
Q2 		$188K Buy
5,586
+2,693
+93% +$94.3K 0.09% 81
2015
Q1 		$94K Sell
2,893
-60,140
-95% -$1.97M 0.07% 132
2014
Q4 		$1.99M Sell
63,033
-111,180
-64% -$3.74M 0.57% 34
2014
Q3 		$6.26M Buy
174,213
+6,113
+4% +$242K 1.81% 11
2014
Q2 		$7.25M Buy
168,100
+151,229
+896% +$6.24M 2.49% 10
2014
Q1 		$664K Sell
16,871
-41,200
-71% -$1.62M 0.4% 39
2013
Q4 		$2.31M Buy
58,071
+4,890
+9% +$182K 0.4% 41
2013
Q3 		$1.83M Buy
53,181
+14,426
+37% +$495K 0.62% 28
2013
Q2 		$1.32M Buy
+38,755
New +$1.35M 0.63% 34

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 Securities Group's BP Position: Q1 2026 in Review

Summit Securities Group reduced its BP (BP) stake by 98% in Q1 2026, selling an estimated $1.1M and leaving 700 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Summit Securities Group first reported a position in BP in Q2 2013 and has held it in 41 quarters since. The position peaked at $11.1M in Q4 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Summit Securities Group held 700 shares of BP worth $32.9K as of Q1 2026.
  • Summit Securities Group sold 28,100 BP shares in Q1 2026, an estimated $1.1M.
  • BP made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #445 holding.
  • Summit Securities Group first reported a position in BP in Q2 2013 and has held it in 41 quarters since.
  • Summit Securities Group's BP position peaked at $11.1M in Q4 2023.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.