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
Download as csvQuarterly 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 |
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