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Westover Capital Advisors’s BHP BHP Stock Holding History

Westover Capital 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 		$520K Hold
6,242
– – 0.09% 147
2026
Q1 		$454K Buy
+6,242
New +$441K 0.08% 153
2025
Q1 		– Sell
-6,669
Closed -$326K – 236
2024
Q4 		$326K Hold
6,669
– – 0.07% 182
2024
Q3 		$414K Buy
+6,669
New +$368K 0.08% 166
2022
Q4 		– Sell
-12,155
Closed -$608K – 148
2022
Q3 		$608K Sell
12,155
-1,152
-9% -$61K 0.23% 86
2022
Q2 		$748K Sell
13,307
-1,656
-11% -$103K 0.28% 77
2022
Q1 		$1.03M Buy
+14,963
New +$909K 0.32% 68

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

Westover Capital Advisors's BHP Position: Q2 2026 in Review

Westover Capital Advisors held its BHP (BHP) position steady in Q2 2026 at 6,242 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #147.

Westover Capital Advisors first reported a position in BHP in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2022. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Westover Capital Advisors held 6,242 shares of BHP worth $520K as of Q2 2026.
  • Westover Capital Advisors left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.09% of Westover Capital Advisors's portfolio in Q2 2026, its #147 holding.
  • Westover Capital Advisors first reported a position in BHP in Q1 2022 and has held it in 7 quarters since.
  • Westover Capital Advisors's BHP position peaked at $1.03M in Q1 2022.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.