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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 $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.