Oakworth Capital’s BHP BHP Stock Holding History

Oakworth Capital’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	$4.33K	Hold	52	–	–	﹤0.01%	800
2026 Q1	$3.78K	Hold	52	–	–	﹤0.01%	760
2025 Q4	$3.14K	Buy	+52	New	+$2.96K	﹤0.01%	773
2023 Q4	–	Sell	-1,000	Closed	-$56.9K	–	685
2023 Q3	$56.9K	Hold	1,000	–	–	0.01%	283
2023 Q2	$59.7K	Hold	1,000	–	–	0.01%	284
2023 Q1	$63.4K	Hold	1,000	–	–	0.01%	273
2022 Q4	$62K	Hold	1,000	–	–	0.01%	264
2022 Q3	$50K	Hold	1,000	–	–	0.01%	291
2022 Q2	$56K	Sell	1,000 -121	-11%	-$7.51K	0.01%	285
2022 Q1	$77K	Hold	1,121	–	–	0.01%	263
2021 Q4	$60K	Hold	1,121	–	–	0.01%	314
2021 Q3	$54K	Hold	1,121	–	–	0.01%	305
2021 Q2	$73K	Hold	1,121	–	–	0.01%	272
2021 Q1	$69K	Hold	1,121	–	–	0.01%	278
2020 Q4	$65K	Buy	+1,121	New	+$56.2K	0.01%	258
2017 Q1	–	Sell	-224	Closed	-$8K	–	644
2016 Q4	$8K	Buy	+224	New	+$7.25K	﹤0.01%	474
2014 Q4	–	Sell	-118	Closed	-$7K	–	484
2014 Q3	$7K	Hold	118	–	–	﹤0.01%	305
2014 Q2	$7K	Hold	118	–	–	﹤0.01%	307
2014 Q1	$7K	Hold	118	–	–	﹤0.01%	301
2013 Q4	$7K	Buy	+118	New	+$6.83K	﹤0.01%	282

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oakworth Capital's BHP Position: Q2 2026 in Review

Oakworth Capital held its BHP (BHP) position steady in Q2 2026 at 52 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Oakworth Capital first reported a position in BHP in Q4 2013 and has held it in 20 quarters since. The position peaked at $77K in Q1 2022. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Oakworth Capital held 52 shares of BHP worth $4.33K as of Q2 2026.
Oakworth Capital left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #800 holding.
Oakworth Capital first reported a position in BHP in Q4 2013 and has held it in 20 quarters since.
Oakworth Capital's BHP position peaked at $77K in Q1 2022.
822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.