Position in BP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$66,510
+$33,610 QoQ
Shares Held
1,800
+157.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#899
of 1,162 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Derivatives in BP
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$614,768
PutShares
17,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,665,288 across 7 Oil & Gas Integrated names. BP ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
7,600 | $1,259,776 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
961 | $131,387 | |
| 3 | SHEL |
Shell plc
|
1,300 | $100,802 | |
| 4 | TTE |
TotalEnergies SE
|
1,194 | $92,845 | |
| 5 | BP |
Bp PLC
This page
|
1,800 | $66,510 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
600 | $9,696 | |
| 7 | EC |
Ecopetrol S.A.
|
300 | $4,272 |
All Filings in BP
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,510 | 1,800 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $32,900 | 700 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,000,224 | 28,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,896,845 | 84,064 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,033,849 | 235,010 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $345,435 | 10,223 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,736 | 600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $32,367 | 23,918 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $134,841 | 22,724 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $284,559 | 7,552 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,075,350 | 312,863 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,917,414 | 49,520 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $571,662 | 16,199 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,105,897 | 55,506 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $614,768 | 17,600 | Put | Sole | 2023-02-13 | |
| 2022-12-31 | $741,703 | 21,234 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $439,641 | 15,399 | Shares | Sole | 2022-11-02 | |
| 2022-09-30 | $502,480 | 17,600 | Put | Sole | 2022-11-02 | |
| 2022-06-30 | $660,526 | 23,299 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $498,960 | 17,600 | Put | Sole | 2022-08-02 | |
| 2022-03-31 | $905,520 | 30,800 | Shares | Sole | 2022-05-11 | |
| 2022-03-31 | $882,000 | 30,000 | Put | Sole | 2022-05-11 | |
| 2021-12-31 | $4,926,550 | 185,000 | Put | Sole | 2022-01-18 | |
| 2021-12-31 | $8,409,754 | 315,800 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $79,890 | 3,000 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $15,578 | 570 | Call | Sole | 2021-10-20 | |
| 2021-09-30 | $634,056 | 23,200 | Shares | Sole | 2021-10-20 | |
| 2021-09-30 | $2,049 | 75 | Put | Sole | 2021-10-20 | |
| 2021-06-30 | $1,151,912 | 43,600 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $5,812 | 220 | Call | Sole | 2021-07-19 | |
| 2021-06-30 | $3,302 | 125 | Put | Sole | 2021-07-19 | |
| 2021-03-31 | $864,425 | 35,500 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $502,740 | 24,500 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $446,976 | 25,600 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $251,856 | 10,800 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $234,144 | 9,600 | Shares | Sole | 2020-04-28 | |
| 2020-03-31 | $2,926 | 120 | Put | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||