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 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 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 Trail Advisors's BP Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in BP (BP) in Q1 2026: 23,540 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #890 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in BP as recently as Q3 2025.

Summit Trail Advisors first reported a position in BP in Q4 2017 and has held it in 4 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Summit Trail Advisors held 23,540 shares of BP worth $1.11M as of Q1 2026.
BP was a new Summit Trail Advisors position in Q1 2026.
BP made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #890 holding.
Summit Trail Advisors first reported a position in BP in Q4 2017 and has held it in 4 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.