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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
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% +$9.85K 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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Summit Securities Group's BP Position: Q2 2026 in Review

Summit Securities Group increased its BP (BP) stake by 157% in Q2 2026, buying an estimated $48.3K and bringing the position to 1,800 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #522.

Summit Securities Group first reported a position in BP in Q2 2013 and has held it in 42 quarters since. The position peaked at $11.1M in Q4 2023. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Summit Securities Group held 1,800 shares of BP worth $66.5K as of Q2 2026.
  • Summit Securities Group bought 1,100 BP shares in Q2 2026, an estimated $48.3K.
  • BP made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #522 holding.
  • Summit Securities Group first reported a position in BP in Q2 2013 and has held it in 42 quarters since.
  • Summit Securities Group's BP position peaked at $11.1M in Q4 2023.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

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