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Evoke Wealth’s BHP BHP Stock Holding History

Evoke Wealth’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
Q1 		$270K Buy
+3,708
New +$262K ﹤0.01% 574
2022
Q4 		– Sell
-1,822
Closed -$91K – 450
2022
Q3 		$91K Sell
1,822
-32
-2% -$1.69K ﹤0.01% 428
2022
Q2 		$104K Sell
1,854
-224
-11% -$13.9K ﹤0.01% 406
2022
Q1 		$143K Sell
2,078
-598
-22% -$36.3K ﹤0.01% 390
2021
Q4 		$144K Sell
2,676
-241
-8% -$12.1K ﹤0.01% 404
2021
Q3 		$139K Buy
2,917
+171
+6% +$10.4K 0.01% 385
2021
Q2 		$178K Buy
2,746
+2,354
+601% +$156K 0.01% 369
2021
Q1 		$24K Buy
392
+1
+0.3% +$64 ﹤0.01% 556
2020
Q4 		$23K Hold
391
– – ﹤0.01% 474
2020
Q3 		$18K Buy
391
+1
+0.3% +$48 ﹤0.01% 489
2020
Q2 		$17K Sell
390
-169
-30% -$6.62K ﹤0.01% 494
2020
Q1 		$18.3K Sell
559
-818
-59% -$34.1K ﹤0.01% 447
2019
Q4 		$67.2K Buy
1,377
+3
+0.2% +$136 0.01% 361
2019
Q3 		$60.5K Buy
+1,374
New +$64.2K 0.01% 433

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's BHP Position: Q1 2026 in Review

Evoke Wealth opened a new position in BHP (BHP) in Q1 2026: 3,708 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Evoke Wealth previously reported a position in BHP as recently as Q3 2022.

Evoke Wealth first reported a position in BHP in Q3 2019 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Evoke Wealth held 3,708 shares of BHP worth $270K as of Q1 2026.
  • BHP was a new Evoke Wealth position in Q1 2026.
  • BHP made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #574 holding.
  • Evoke Wealth first reported a position in BHP in Q3 2019 and has held it in 14 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.