Rothwell Investment Advisors, LLC’s BHP BHP Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.5K	Buy	+288	New	+$25.1K	0.01%	583

Other funds holding BHP

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BHP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in BHP (BHP) in Q3 2026: 288 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings.

462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Rothwell Investment Advisors, LLC held 288 shares of BHP worth $24.5K as of Q3 2026.
BHP was a new Rothwell Investment Advisors, LLC position in Q3 2026.
BHP made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #583 holding.
462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.