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SummitTX Capital’s BP BP Stock Holding History

SummitTX Capital’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 		$1.39M Buy
+37,657
New +$1.65M 0.04% 397
2026
Q1 		– Sell
-69,280
Closed -$2.41M – 782
2025
Q4 		$2.41M Buy
+69,280
New +$2.43M 0.07% 279
2025
Q2 		– Sell
-35,606
Closed -$1.2M – 764
2025
Q1 		$1.2M Buy
+35,606
New +$1.16M 0.05% 357

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

SummitTX Capital's BP Position: Q2 2026 in Review

SummitTX Capital opened a new position in BP (BP) in Q2 2026: 37,657 shares worth $1.39M. The stake represents 0.04% of the portfolio and ranks #397 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in BP as recently as Q4 2025.

SummitTX Capital first reported a position in BP in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.41M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • SummitTX Capital held 37,657 shares of BP worth $1.39M as of Q2 2026.
  • BP was a new SummitTX Capital position in Q2 2026.
  • BP made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #397 holding.
  • SummitTX Capital first reported a position in BP in Q1 2025 and has held it in 3 quarters since.
  • SummitTX Capital's BP position peaked at $2.41M in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.