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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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 New York $5.7T 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 New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return