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Essential Partners’s BHP BHP Stock Holding History

Essential Partners’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 		$31.7K Hold
374
– – 0.01% 765
2026
Q2 		$31.2K Hold
374
– – 0.01% 751
2026
Q1 		$27.2K Hold
374
– – 0.01% 814
2025
Q4 		$22.6K Hold
374
– – 0.01% 863
2025
Q3 		$20.9K Buy
+374
New +$19.9K 0.01% 878

Other funds holding BHP

FWCM
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
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Essential Partners's BHP Position: Q3 2026 in Review

Essential Partners held its BHP (BHP) position steady in Q3 2026 at 374 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #765.

Essential Partners first reported a position in BHP in Q3 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Essential Partners held 374 shares of BHP worth $31.7K as of Q3 2026.
  • Essential Partners left its BHP share count unchanged in Q3 2026.
  • BHP made up 0.01% of Essential Partners's portfolio in Q3 2026, its #765 holding.
  • Essential Partners first reported a position in BHP in Q3 2025 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.