U.S. Capital Wealth Advisors’s BHP BHP Stock Holding History

U.S. Capital 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 Q1	$931K	Sell	12,800 -2,205	-15%	-$156K	0.02%	535
2025 Q4	$906K	Sell	15,005 -2,161	-13%	-$123K	0.02%	522
2025 Q3	$957K	Buy	17,166 +412	+2%	+$21.9K	0.03%	477
2025 Q2	$806K	Sell	16,754 -21,815	-57%	-$1.05M	0.02%	482
2025 Q1	$1.87M	Sell	38,569 -3,601	-9%	-$179K	0.06%	302
2024 Q4	$2.06M	Sell	42,170 -51,881	-55%	-$2.82M	0.06%	297
2024 Q3	$5.84M	Sell	94,051 -18,750	-17%	-$1.04M	0.21%	111
2024 Q2	$6.44M	Buy	112,801 +7,006	+7%	+$407K	0.24%	100
2024 Q1	$6.1M	Buy	105,795 +13,451	+15%	+$805K	0.23%	105
2023 Q4	$6.31M	Sell	92,344 -622	-0.7%	-$37.5K	0.25%	99
2023 Q3	$5.29M	Buy	92,966 +2,443	+3%	+$143K	0.24%	96
2023 Q2	$5.4M	Buy	90,523 +1,855	+2%	+$111K	0.26%	92
2023 Q1	$5.62M	Buy	88,668 +1,731	+2%	+$112K	0.26%	89
2022 Q4	$5.39M	Buy	86,937 +2,311	+3%	+$130K	0.25%	88
2022 Q3	$4.24M	Buy	84,626 +4,313	+5%	+$228K	0.21%	103
2022 Q2	$4.51M	Buy	80,313 +1,355	+2%	+$84.1K	0.2%	106
2022 Q1	$5.44M	Buy	78,958 +7,650	+11%	+$465K	0.2%	107
2021 Q4	$3.84M	Buy	71,308 +4,985	+8%	+$249K	0.15%	150
2021 Q3	$3.17M	Buy	+66,323	New	+$4.05M	0.14%	175

Other funds holding BHP

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 $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's BHP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its BHP (BHP) stake by 15% in Q1 2026, selling an estimated $156K and leaving 12,800 shares worth $931K. The position accounts for 0.02% of the portfolio, ranked #535.

U.S. Capital Wealth Advisors first reported a position in BHP in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.44M in Q2 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

U.S. Capital Wealth Advisors held 12,800 shares of BHP worth $931K as of Q1 2026.
U.S. Capital Wealth Advisors sold 2,205 BHP shares in Q1 2026, an estimated $156K.
BHP made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #535 holding.
U.S. Capital Wealth Advisors first reported a position in BHP in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's BHP position peaked at $6.44M in Q2 2024.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.