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BP shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of BP (BP) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $238k 5.1k 47.00
2024-09-30 $234k 7.5k 31.39
2023-06-30 $234k 6.6k 35.29
2023-03-31 $201k 5.3k 37.94
2015-09-30 $7.0k 237 29.54
2015-06-30 $9.0k 237 37.97
2015-03-31 $10k 237 42.19
2014-12-31 $9.0k 237 37.97