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Valeo Financial Advisors’s BHP BHP Stock Holding History

Valeo Financial 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 		$690K Buy
8,282
+1,549
+23% +$129K 0.01% 371
2026
Q1 		$490K Sell
6,733
-4,112
-38% -$291K 0.01% 419
2025
Q4 		$655K Buy
10,845
+107
+1% +$6.08K 0.01% 398
2025
Q3 		$599K Buy
10,738
+1,357
+14% +$72.2K 0.01% 423
2025
Q2 		$451K Buy
9,381
+1,173
+14% +$56.4K 0.01% 479
2025
Q1 		$398K Buy
8,208
+763
+10% +$38K 0.01% 466
2024
Q4 		$364K Buy
7,445
+6
+0.1% +$326 0.01% 487
2024
Q3 		$462K Buy
7,439
+719
+11% +$39.7K 0.01% 425
2024
Q2 		$384K Sell
6,720
-691
-9% -$40.2K 0.01% 458
2024
Q1 		$439K Sell
7,411
-884
-11% -$52.9K 0.02% 416
2023
Q4 		$567K Buy
8,295
+1,776
+27% +$107K 0.02% 325
2023
Q3 		$371K Sell
6,519
-1,439
-18% -$84.1K 0.02% 404
2023
Q2 		$475K Buy
7,958
+1,122
+16% +$66.9K 0.02% 334
2023
Q1 		$433K Buy
6,836
+1,849
+37% +$119K 0.02% 363
2022
Q4 		$309K Buy
+4,987
New +$280K 0.02% 380
2022
Q2 		– Sell
-2,935
Closed -$202K – 531
2022
Q1 		$202K Buy
+2,935
New +$178K 0.01% 542
2021
Q2 		– Sell
-610
Closed -$38K – 659
2021
Q1 		$38K Buy
610
+172
+39% +$11.1K ﹤0.01% 967
2020
Q4 		$26K Sell
438
-168
-28% -$8.42K ﹤0.01% 957
2020
Q3 		$28K Buy
606
+282
+87% +$13.6K ﹤0.01% 830
2020
Q2 		$14K Buy
324
+137
+73% +$5.36K ﹤0.01% 1168
2020
Q1 		$7K Buy
187
+112
+149% +$4.67K ﹤0.01% 1190
2019
Q4 		$4K Hold
75
– – ﹤0.01% 1327
2019
Q3 		$3K Hold
75
– – ﹤0.01% 1306
2019
Q2 		$4K Buy
+75
New +$3.62K ﹤0.01% 1247
2019
Q1 		– Sell
-112
Closed -$5K – 1547
2018
Q4 		$5K Sell
112
-121
-52% -$5.07K ﹤0.01% 1057
2018
Q3 		$9K Buy
233
+121
+108% +$5.24K ﹤0.01% 991
2018
Q2 		$5K Buy
+112
New +$4.85K ﹤0.01% 1121

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

Valeo Financial Advisors's BHP Position: Q2 2026 in Review

Valeo Financial Advisors increased its BHP (BHP) stake by 23% in Q2 2026, buying an estimated $129K and bringing the position to 8,282 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #371.

Valeo Financial Advisors first reported a position in BHP in Q2 2018 and has held it in 27 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Valeo Financial Advisors held 8,282 shares of BHP worth $690K as of Q2 2026.
  • Valeo Financial Advisors bought 1,549 BHP shares in Q2 2026, an estimated $129K.
  • BHP made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #371 holding.
  • Valeo Financial Advisors first reported a position in BHP in Q2 2018 and has held it in 27 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.