LVW Advisors
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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
Q3 		$783K Sell
9,232
-233
-2% -$20.3K 0.07% 187
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

LVW Advisors's BHP Position: Q3 2026 in Review

LVW Advisors reduced its BHP (BHP) stake by 2.5% in Q3 2026, selling an estimated $20.3K and leaving 9,232 shares worth $783K. The position accounts for 0.07% of the portfolio, ranked #187.

LVW Advisors first reported a position in BHP in Q1 2026 and has held it in 3 quarters since. The position peaked at $789K in Q2 2026. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • LVW Advisors held 9,232 shares of BHP worth $783K as of Q3 2026.
  • LVW Advisors sold 233 BHP shares in Q3 2026, an estimated $20.3K.
  • BHP made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #187 holding.
  • LVW Advisors first reported a position in BHP in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's BHP position peaked at $789K in Q2 2026.
  • 462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.