CVA Family Office’s BHP BHP Stock Holding History

CVA Family Office’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 Q2	$300K	Hold	3,600	–	–	0.03%	267
2026 Q1	$262K	Hold	3,600	–	–	0.03%	271
2025 Q4	$217K	Hold	3,600	–	–	0.03%	280
2025 Q3	$201K	Hold	3,600	–	–	0.03%	292
2025 Q2	$173K	Sell	3,600 -42	-1%	-$2.02K	0.02%	315
2025 Q1	$177K	Buy	3,642 +42	+1%	+$2.09K	0.03%	298
2024 Q4	$176K	Sell	3,600 -111	-3%	-$6.03K	0.03%	286
2024 Q3	$230K	Sell	3,711 -24	-0.6%	-$1.32K	0.04%	234
2024 Q2	$213K	Buy	3,735 +135	+4%	+$7.84K	0.04%	230
2024 Q1	$208K	Hold	3,600	–	–	0.04%	242
2023 Q4	$246K	Hold	3,600	–	–	0.05%	205
2023 Q3	$205K	Sell	3,600 -240	-6%	-$14K	0.05%	219
2023 Q2	$229K	Hold	3,840	–	–	0.05%	207
2023 Q1	$243K	Sell	3,840 -210	-5%	-$13.5K	0.05%	191
2022 Q4	$251K	Buy	4,050 +3,810	+1,588%	+$214K	0.06%	170
2022 Q3	$12K	Hold	240	–	–	﹤0.01%	600
2022 Q2	$13K	Sell	240 -29	-11%	-$1.8K	﹤0.01%	609
2022 Q1	$19K	Hold	269	–	–	﹤0.01%	569
2021 Q4	$14K	Buy	+269	New	+$13.5K	﹤0.01%	580
2021 Q3	–	Sell	-269	Closed	-$17K	–	418
2021 Q2	$17K	Buy	+269	New	+$17.8K	﹤0.01%	559

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CVA Family Office's BHP Position: Q2 2026 in Review

CVA Family Office held its BHP (BHP) position steady in Q2 2026 at 3,600 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #267.

CVA Family Office first reported a position in BHP in Q2 2021 and has held it in 20 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

CVA Family Office held 3,600 shares of BHP worth $300K as of Q2 2026.
CVA Family Office left its BHP share count unchanged in Q2 2026.
BHP made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #267 holding.
CVA Family Office first reported a position in BHP in Q2 2021 and has held it in 20 quarters since.
822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.