Summit Securities Group
BP icon

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
2025
Q2 		– Sell
-800
Closed -$27K – 1105
2025
Q1 		$27K Buy
+800
New +$26.1K ﹤0.01% 424
2023
Q1 		– Sell
-17,600
Closed -$615K – 846
2022
Q4 		$615K Hold
17,600
– – 0.02% 206
2022
Q3 		$502K Hold
17,600
– – 0.04% 247
2022
Q2 		$499K Sell
17,600
-12,400
-41% -$380K 0.06% 191
2022
Q1 		$882K Sell
30,000
-155,000
-84% -$4.73M 0.1% 157
2021
Q4 		$4.93M Buy
185,000
+184,925
+246,567% +$5.13M 0.23% 80
2021
Q3 		$205K Sell
75
-50
-40% -$1.25K 0.02% 635
2021
Q2 		$330K Buy
+125
New +$3.28K 0.03% 500
2020
Q2 		– Sell
-120
Closed -$293K – 418
2020
Q1 		$293K Buy
+120
New +$3.88K 0.05% 209
2019
Q1 		– Sell
-111
Closed -$410K – 209
2018
Q4 		$410K Buy
+111
New +$4.43K 0.04% 218
2018
Q3 		– Sell
-289
Closed -$1.24M – 202
2018
Q2 		$1.24M Buy
+289
New +$12.1K 0.18% 75
2016
Q1 		– Sell
-250
Closed -$2K – 161
2015
Q4 		$2K Buy
+250
New +$7.11K ﹤0.01% 256
2015
Q2 		– Sell
-105
Closed -$47K – 473
2015
Q1 		$47K Sell
105
-1,274
-92% -$41.7K 0.04% 164
2014
Q4 		$54K Sell
1,379
-414
-23% -$13.9K 0.02% 317
2014
Q3 		$19K Buy
1,793
+293
+20% +$11.6K 0.01% 483
2014
Q2 		$11K Buy
1,500
+1,355
+934% +$55.9K ﹤0.01% 397
2014
Q1 		$1K Buy
+145
New +$5.72K ﹤0.01% 365
2013
Q4 		– Sell
-676
Closed -$101K – 518
2013
Q3 		$101K Buy
676
+287
+74% +$9.8K 0.03% 159
2013
Q2 		$11K Buy
+389
New +$13.5K 0.01% 303

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Summit Securities Group's BP Position: Q3 2026 in Review

Summit Securities Group increased its BP (BP) stake by 33% in Q3 2026, buying an estimated $25.7K and bringing the position to 2,400 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #434.

Summit Securities Group first reported a position in BP in Q2 2013 and has held it in 43 quarters since. The position peaked at $11.1M in Q4 2023. 695 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Summit Securities Group held 2,400 shares of BP worth $106K as of Q3 2026.
  • Summit Securities Group bought 600 BP shares in Q3 2026, an estimated $25.7K.
  • BP made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #434 holding.
  • Summit Securities Group first reported a position in BP in Q2 2013 and has held it in 43 quarters since.
  • Summit Securities Group's BP position peaked at $11.1M in Q4 2023.
  • 695 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.