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Summit Financial Wealth Advisors, LLC

Position in BP — Bp PLC

CIK 1632283 Lafayette, LA

Position in BP

as of Mar 31, 2026 · filed May 26, 2026
Position Value
$237,914
+$3,714 QoQ
Shares Held
5,062
-32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BP Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $12,168,050 across 2 Oil & Gas Integrated names.

# Ticker Company Shares Value (USD) Open

All Filings in BP

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $237,914 5,062
2024-09-30 $234,200 7,461
2023-06-30 $233,831 6,626
2023-03-31 $201,233 5,304