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Provenance Wealth Advisors’s BHP BHP Stock Holding History

Provenance Wealth 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
2025
Q2 		– Sell
-330
Closed -$16K – 436
2025
Q1 		$16K Hold
330
– – ﹤0.01% 296
2024
Q4 		$16.1K Hold
330
– – ﹤0.01% 287
2024
Q3 		$20.5K Hold
330
– – ﹤0.01% 285
2024
Q2 		$18.8K Hold
330
– – ﹤0.01% 260
2024
Q1 		$19K Hold
330
– – ﹤0.01% 275
2023
Q4 		$22.5K Buy
+330
New +$19.9K ﹤0.01% 256

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Provenance Wealth Advisors's BHP Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of BHP (BHP) in Q2 2025, closing a stake of 330 shares — an estimated $16K sold.

Provenance Wealth Advisors first reported a position in BHP in Q4 2023 and held it in 6 quarters. The position peaked at $22.5K in Q4 2023. 615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 330 BHP shares in Q2 2025, an estimated $16K.
  • Provenance Wealth Advisors first reported a position in BHP in Q4 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's BHP position peaked at $22.5K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.