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Petredis Investment Advisors’s BHP BHP Stock Holding History

Petredis Investment 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 		$5.31M Sell
63,738
-160
-0.3% -$13.3K 0.36% 56
2026
Q1 		$4.65M Sell
63,898
-482
-0.7% -$34.1K 0.38% 57
2025
Q4 		$3.89M Sell
64,380
-888
-1% -$50.5K 0.3% 68
2025
Q3 		$3.64M Sell
65,268
-1,142
-2% -$60.8K 0.29% 65
2025
Q2 		$3.19M Buy
66,410
+900
+1% +$43.3K 0.28% 66
2025
Q1 		$3.18M Buy
65,510
+813
+1% +$40.5K 0.33% 62
2024
Q4 		$3.16M Sell
64,697
-694
-1% -$37.7K 0.33% 60
2024
Q3 		$4.06M Buy
65,391
+278
+0.4% +$15.4K 0.43% 51
2024
Q2 		$3.72M Sell
65,113
-70
-0.1% -$4.07K 0.42% 55
2024
Q1 		$3.76M Buy
65,183
+1,724
+3% +$103K 0.45% 53
2023
Q4 		$4.33M Sell
63,459
-1,884
-3% -$114K 0.57% 44
2023
Q3 		$3.72M Buy
65,343
+122
+0.2% +$7.13K 0.53% 45
2023
Q2 		$3.89M Sell
65,221
-62
-0.1% -$3.7K 0.54% 48
2023
Q1 		$4.14M Buy
65,283
+903
+1% +$58.2K 0.65% 43
2022
Q4 		$3.99M Buy
+64,380
New +$3.62M 0.72% 44

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Petredis Investment Advisors's BHP Position: Q2 2026 in Review

Petredis Investment Advisors reduced its BHP (BHP) stake by 0.25% in Q2 2026, selling an estimated $13.3K and leaving 63,738 shares worth $5.31M. The position accounts for 0.36% of the portfolio, ranked #56.

Petredis Investment Advisors first reported a position in BHP in Q4 2022 and has held it in 15 quarters since. 220 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Petredis Investment Advisors held 63,738 shares of BHP worth $5.31M as of Q2 2026.
  • Petredis Investment Advisors sold 160 BHP shares in Q2 2026, an estimated $13.3K.
  • BHP made up 0.36% of Petredis Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Petredis Investment Advisors first reported a position in BHP in Q4 2022 and has held it in 15 quarters since.
  • 220 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.