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Summit Trail Advisors’s BP BP Stock Holding History

Summit Trail Advisors’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
Q2 		$919K Buy
24,875
+1,335
+6% +$58.6K 0.01% 1020
2026
Q1 		$1.11M Buy
+23,540
New +$922K 0.02% 890
2025
Q4 		– Sell
-6,671
Closed -$230K – 1313
2025
Q3 		$230K Buy
+6,671
New +$223K ﹤0.01% 1264
2018
Q2 		– Sell
-17,559
Closed -$428K – 510
2018
Q1 		$428K Buy
17,559
+3,400
+24% +$128K 0.07% 229
2017
Q4 		$563K Buy
+14,159
New +$513K 0.07% 211

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 Trail Advisors's BP Position: Q2 2026 in Review

Summit Trail Advisors increased its BP (BP) stake by 5.7% in Q2 2026, buying an estimated $58.6K and bringing the position to 24,875 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #1020.

Summit Trail Advisors first reported a position in BP in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.11M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Summit Trail Advisors held 24,875 shares of BP worth $919K as of Q2 2026.
  • Summit Trail Advisors bought 1,335 BP shares in Q2 2026, an estimated $58.6K.
  • BP made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1020 holding.
  • Summit Trail Advisors first reported a position in BP in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's BP position peaked at $1.11M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.