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Recurrent Investment Advisors’s BHP BHP Stock Holding History

Recurrent 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 		$2.27M Sell
27,262
-9
-0% -$747 0.14% 44
2026
Q1 		$1.98M Buy
27,271
+1,200
+5% +$84.8K 0.12% 43
2025
Q4 		$1.57M Sell
26,071
-1,314
-5% -$74.7K 0.12% 44
2025
Q3 		$1.53M Hold
27,385
– – 0.12% 41
2025
Q2 		$1.32M Hold
27,385
– – 0.11% 43
2025
Q1 		$1.33M Buy
27,385
+1,435
+6% +$71.4K 0.11% 43
2024
Q4 		$1.27M Sell
25,950
-1,786
-6% -$97.1K 0.12% 42
2024
Q3 		$1.72M Sell
27,736
-1,963
-7% -$108K 0.17% 31
2024
Q2 		$1.7M Sell
29,699
-900
-3% -$52.3K 0.18% 31
2024
Q1 		$1.77M Hold
30,599
– – 0.2% 31
2023
Q4 		$2.09M Sell
30,599
-3,392
-10% -$205K 0.31% 25
2023
Q3 		$1.93M Buy
33,991
+17
+0.1% +$994 0.28% 31
2023
Q2 		$2.03M Buy
33,974
+3,230
+11% +$193K 0.34% 31
2023
Q1 		$1.95M Hold
30,744
– – 0.39% 27
2022
Q4 		$1.91M Hold
30,744
– – 0.41% 26
2022
Q3 		$1.54M Buy
30,744
+5,337
+21% +$283K 0.42% 28
2022
Q2 		$1.43M Sell
25,407
-3,074
-11% -$191K 0.43% 27
2022
Q1 		$1.96M Buy
28,481
+4,116
+17% +$250K 0.62% 25
2021
Q4 		$1.31M Hold
24,365
– – 0.53% 26
2021
Q3 		$1.16M Hold
24,365
– – 0.51% 29
2021
Q2 		$1.58M Hold
24,365
– – 0.8% 24
2021
Q1 		$1.51M Hold
24,365
– – 0.95% 26
2020
Q4 		$1.42M Hold
24,365
– – 1.05% 26
2020
Q3 		$1.12M Sell
24,365
-4,820
-17% -$232K 1.2% 23
2020
Q2 		$1.29M Hold
29,185
– – 1.22% 22
2020
Q1 		$955K Buy
29,185
+5,941
+26% +$248K 1.79% 19
2019
Q4 		$1.13M Buy
+23,244
New +$1.06M 1.45% 20

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Recurrent Investment Advisors reduced its BHP (BHP) stake by 0.03% in Q2 2026, selling an estimated $747 and leaving 27,262 shares worth $2.27M. The position accounts for 0.14% of the portfolio, ranked #44.

Recurrent Investment Advisors first reported a position in BHP in Q4 2019 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Recurrent Investment Advisors held 27,262 shares of BHP worth $2.27M as of Q2 2026.
  • Recurrent Investment Advisors sold 9 BHP shares in Q2 2026, an estimated $747.
  • BHP made up 0.14% of Recurrent Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Recurrent Investment Advisors first reported a position in BHP in Q4 2019 and has held it in 27 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.