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U.S. Global Investors (USGI)’s BHP BHP Stock Holding History

U.S. Global Investors (USGI)’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
2019
Q1 		– Sell
-673
Closed -$5K – 170
2018
Q4 		$5K Hold
673
– – ﹤0.01% 133
2018
Q3 		$58K Buy
673
+157
+30% +$6.8K 0.03% 134
2018
Q2 		$169K Sell
516
-112
-18% -$4.85K 0.08% 125
2018
Q1 		$73K Sell
628
-112
-15% -$4.71K 0.04% 105
2017
Q4 		$292K Sell
740
-280
-27% -$10.5K 0.13% 106
2017
Q3 		$3.69M Sell
1,020
-2,713
-73% -$99.2K 1.1% 17
2017
Q2 		$11.9M Buy
3,733
+2,276
+156% +$72.2K 4.06% 8
2017
Q1 		$4.72K Buy
1,457
+1,233
+550% +$42.6K 0.01% 10
2016
Q4 		$716K Buy
+224
New +$7.25K 0.3% 73

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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

U.S. Global Investors (USGI)'s BHP Position: Q1 2026 in Review

U.S. Global Investors (USGI) sold out of BHP (BHP) in Q1 2026, closing a stake of 3,500 shares — an estimated $211K sold.

U.S. Global Investors (USGI) first reported a position in BHP in Q3 2013 and held it in 25 quarters. The position peaked at $12.6M in Q4 2013. 734 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • U.S. Global Investors (USGI) reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 3,500 BHP shares in Q1 2026, an estimated $211K.
  • U.S. Global Investors (USGI) first reported a position in BHP in Q3 2013 and held it in 25 quarters.
  • U.S. Global Investors (USGI)'s BHP position peaked at $12.6M in Q4 2013.
  • 734 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2026, filed 1 May 2026.