Summit Financial, LLC

Position in BP — Bp PLC

CIK 1765536 PARSIPPANY, NJ

Position in BP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$614,293

-$112,750 QoQ

Shares Held

16,625

+7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#444

of 1,162 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Summit Financial, LLC holds $48,971,982 across 8 Oil & Gas Integrated names. BP ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	180,124	$24,626,553
2	CVX	Chevron Corp	76,007	$12,598,920
3	TTE	TotalEnergies SE	46,893	$3,646,399
4	SU	Suncor Energy Inc	53,531	$2,873,544
5	CVE	Cenovus Energy Inc.	95,720	$2,374,813
6	SHEL	Shell plc	19,000	$1,473,260
7	IMO	Imperial Oil Ltd	6,822	$764,200
8	BP	Bp PLC This page	16,625	$614,293

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,293	16,625	+7.5%	Shares	Sole	2026-08-12
2026-03-31	$727,043	15,469	-13.4%	Shares	Sole	2026-05-15
2025-12-31	$620,520	17,867	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$607,805	17,638	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$529,132	17,679	+10.2%	Shares	Sole	2025-08-13
2025-03-31	$542,261	16,048	-21.3%	Shares	Sole	2025-05-14
2024-12-31	$602,787	20,392	+17.8%	Shares	Sole	2025-02-12
2024-09-30	$543,298	17,308	+18.1%	Shares	Sole	2024-11-12
2024-06-30	$529,009	14,654	+101.5%	Shares	Sole	2024-07-31
2024-03-31	$273,971	7,271	-28.9%	Shares	Sole	2024-04-24
2022-06-30	$289,765	10,221	-34.1%	Shares	Sole	2022-08-12
2022-03-31	$456,317	15,521	+2.5%	Shares	Sole	2022-05-10
2021-12-31	$403,337	15,146	+4.8%	Shares	Sole	2022-02-07
2021-09-30	$394,918	14,450	-13.9%	Shares	Sole	2021-11-08
2021-06-30	$443,327	16,780	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.