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SOA Wealth Advisors’s BHP BHP Stock Holding History

SOA 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
2026
Q2 		$18.7K Hold
225
– – ﹤0.01% 524
2026
Q1 		$16.4K Hold
225
– – ﹤0.01% 521
2025
Q4 		$13.6K Sell
225
-219
-49% -$12.4K ﹤0.01% 557
2025
Q3 		$24.8K Buy
444
+4
+0.9% +$213 ﹤0.01% 484
2025
Q2 		$21.1K Hold
440
– – ﹤0.01% 493
2025
Q1 		$21.3K Buy
440
+5
+1% +$249 ﹤0.01% 462
2024
Q4 		$21.3K Buy
435
+5
+1% +$272 ﹤0.01% 448
2024
Q3 		$26.7K Hold
430
– – 0.01% 408
2024
Q2 		$24.6K Buy
430
+4
+0.9% +$232 ﹤0.01% 407
2024
Q1 		$24.5K Hold
426
– – 0.01% 412
2023
Q4 		$29.1K Hold
426
– – 0.01% 364
2023
Q3 		$24.2K Buy
426
+6
+1% +$351 0.01% 389
2023
Q2 		$25.1K Hold
420
– – 0.01% 398
2023
Q1 		$26.6K Buy
420
+5
+1% +$322 0.01% 374
2022
Q4 		$25.7K Buy
415
+1
+0.2% +$56 0.01% 371
2022
Q3 		$20K Buy
414
+13
+3% +$688 0.01% 384
2022
Q2 		$22K Sell
401
-49
-11% -$3.04K 0.01% 362
2022
Q1 		$31K Buy
450
+7
+2% +$425 0.01% 384
2021
Q4 		$23K Hold
443
– – 0.01% 419
2021
Q3 		$21K Buy
443
+14
+3% +$855 0.01% 447
2021
Q2 		$27K Hold
429
– – 0.01% 404
2021
Q1 		$26K Buy
429
+5
+1% +$322 0.01% 351
2020
Q4 		$26K Buy
+424
New +$21.3K 0.01% 350

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
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
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

SOA Wealth Advisors's BHP Position: Q2 2026 in Review

SOA Wealth Advisors held its BHP (BHP) position steady in Q2 2026 at 225 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

SOA Wealth Advisors first reported a position in BHP in Q4 2020 and has held it in 23 quarters since. The position peaked at $31K in Q1 2022. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • SOA Wealth Advisors held 225 shares of BHP worth $18.7K as of Q2 2026.
  • SOA Wealth Advisors left its BHP share count unchanged in Q2 2026.
  • BHP made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #524 holding.
  • SOA Wealth Advisors first reported a position in BHP in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's BHP position peaked at $31K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.