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Bullock Wealth Management’s BHP BHP Stock Holding History

Bullock Wealth Management’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
2025
Q2 		– Sell
-239
Closed -$11.7K – 594
2025
Q1 		$11.7K Buy
239
+4
+2% +$199 0.01% 358
2024
Q4 		$11.5K Sell
235
-87
-27% -$4.73K 0.01% 376
2024
Q3 		$20.1K Sell
322
-250
-44% -$13.8K 0.01% 308
2024
Q2 		$33K Sell
572
-895
-61% -$52K 0.02% 266
2024
Q1 		$85.6K Buy
+1,467
New +$87.8K 0.06% 197

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bullock Wealth Management's BHP Position: Q2 2025 in Review

Bullock Wealth Management sold out of BHP (BHP) in Q2 2025, closing a stake of 239 shares — an estimated $11.7K sold.

Bullock Wealth Management first reported a position in BHP in Q1 2024 and held it in 5 quarters. The position peaked at $85.6K in Q1 2024. 616 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Bullock Wealth Management reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 239 BHP shares in Q2 2025, an estimated $11.7K.
  • Bullock Wealth Management first reported a position in BHP in Q1 2024 and held it in 5 quarters.
  • Bullock Wealth Management's BHP position peaked at $85.6K in Q1 2024.
  • 616 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.