Compass Wealth Management’s BHP BHP Stock Holding History

Compass 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
2026 Q3	$216K	Hold	2,550	–	–	0.04%	166
2026 Q2	$212K	Buy	+2,550	New	+$212K	0.04%	164
2025 Q2	–	Sell	-2,765	Closed	-$134K	–	180
2025 Q1	$134K	Sell	2,765 -485	-15%	-$24.1K	0.03%	173
2024 Q4	$159K	Sell	3,250 -250	-7%	-$13.6K	0.04%	161
2024 Q3	$217K	Sell	3,500 -110	-3%	-$6.08K	0.05%	153
2024 Q2	$206K	Hold	3,610	–	–	0.05%	156
2024 Q1	$208K	Hold	3,610	–	–	0.05%	155
2023 Q4	$247K	Sell	3,610 -75	-2%	-$4.53K	0.07%	141
2023 Q3	$210K	Sell	3,685 -175	-5%	-$10.2K	0.07%	152
2023 Q2	$230K	Sell	3,860 -325	-8%	-$19.4K	0.07%	149
2023 Q1	$265K	Hold	4,185	–	–	0.08%	141
2022 Q4	$260K	Buy	+4,185	New	+$235K	0.09%	138

Other funds holding BHP

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

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

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Compass Wealth Management's BHP Position: Q3 2026 in Review

Compass Wealth Management held its BHP (BHP) position steady in Q3 2026 at 2,550 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #166.

Compass Wealth Management first reported a position in BHP in Q4 2022 and has held it in 12 quarters since. The position peaked at $265K in Q1 2023. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Compass Wealth Management held 2,550 shares of BHP worth $216K as of Q3 2026.
Compass Wealth Management left its BHP share count unchanged in Q3 2026.
BHP made up 0.04% of Compass Wealth Management's portfolio in Q3 2026, its #166 holding.
Compass Wealth Management first reported a position in BHP in Q4 2022 and has held it in 12 quarters since.
Compass Wealth Management's BHP position peaked at $265K in Q1 2023.
210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.