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
2022 Q1	–	Sell	-3,000	Closed	-$80K	–	1113
2021 Q4	$80K	Buy	3,000 +2,430	+426%	+$67.4K	﹤0.01%	712
2021 Q3	$1.56M	Buy	570 +350	+159%	+$8.77K	0.12%	190
2021 Q2	$581K	Buy	+220	New	+$5.77K	0.05%	352
2018 Q2	–	Sell	-62	Closed	-$235K	–	224
2018 Q1	$235K	Buy	+62	New	+$2.34K	0.06%	129
2017 Q4	–	Sell	-306	Closed	-$1.06M	–	184
2017 Q3	$1.06M	Sell	306 -66	-18%	-$2.1K	0.18%	58
2017 Q2	$1.14M	Buy	+372	New	+$11.6K	0.2%	57
2015 Q4	–	Sell	-223	Closed	-$10K	–	297
2015 Q3	$10K	Buy	+223	New	+$6.54K	0.01%	250

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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.