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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
Q2 		– Sell
-3,708
Closed -$270K – 73
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 $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth's BHP Position: Q2 2026 in Review

Evoke Wealth sold out of BHP (BHP) in Q2 2026, closing a stake of 3,708 shares — an estimated $270K sold.

Evoke Wealth first reported a position in BHP in Q3 2019 and held it in 14 quarters. The position peaked at $270K in Q1 2026. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Evoke Wealth reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,708 BHP shares in Q2 2026, an estimated $270K.
  • Evoke Wealth first reported a position in BHP in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's BHP position peaked at $270K in Q1 2026.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.