LVW Advisors’s BHP BHP Stock Holding History

LVW Advisors’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	$789K	Buy	9,465 +3,987	+73%	+$331K	0.07%	157
2026 Q1	$398K	Buy	+5,478	New	+$387K	0.04%	259

Other funds holding BHP

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

LVW Advisors's BHP Position: Q2 2026 in Review

LVW Advisors increased its BHP (BHP) stake by 73% in Q2 2026, buying an estimated $331K and bringing the position to 9,465 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #157.

LVW Advisors first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

LVW Advisors held 9,465 shares of BHP worth $789K as of Q2 2026.
LVW Advisors bought 3,987 BHP shares in Q2 2026, an estimated $331K.
BHP made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #157 holding.
LVW Advisors first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.