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Summit X LLC’s BP BP Stock Holding History

Summit X LLC’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
Q3 		– Sell
-10,611
Closed -$318K – 29
2025
Q2 		$318K Buy
10,611
+971
+10% +$28.5K 0.06% 187
2025
Q1 		$326K Buy
9,640
+516
+6% +$16.8K 0.07% 162
2024
Q4 		$270K Buy
9,124
+251
+3% +$7.54K 0.06% 181
2024
Q3 		$320K Sell
8,873
-5,192
-37% -$176K 0.08% 151
2024
Q2 		$502K Buy
14,065
+5,610
+66% +$210K 0.11% 124
2024
Q1 		$319K Buy
8,455
+411
+5% +$14.7K 0.08% 150
2023
Q4 		$285K Buy
8,044
+1,487
+23% +$54.5K 0.08% 150
2023
Q3 		$254K Sell
6,557
-4,964
-43% -$184K 0.08% 150
2023
Q2 		$407K Buy
11,521
+2,710
+31% +$100K 0.1% 176
2023
Q1 		$337K Buy
+8,811
New +$329K 0.09% 194
2022
Q4 		– Sell
-8,003
Closed -$234K – 244
2022
Q3 		$234K Buy
+8,003
New +$238K 0.07% 223

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Summit X LLC's BP Position: Q3 2025 in Review

Summit X LLC sold out of BP (BP) in Q3 2025, closing a stake of 10,611 shares — an estimated $318K sold.

Summit X LLC first reported a position in BP in Q3 2022 and held it in 11 quarters. The position peaked at $502K in Q2 2024. 1,111 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Summit X LLC reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 10,611 BP shares in Q3 2025, an estimated $318K.
  • Summit X LLC first reported a position in BP in Q3 2022 and held it in 11 quarters.
  • Summit X LLC's BP position peaked at $502K in Q2 2024.
  • 1,111 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.