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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
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 $295B AUM 31.6% 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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westover Capital Advisors's BHP Position: Q1 2026 in Review

Westover Capital Advisors opened a new position in BHP (BHP) in Q1 2026: 6,242 shares worth $454K. The stake represents 0.08% of the portfolio and ranks #153 among its holdings. This is a return to the name: Westover Capital Advisors previously reported a position in BHP as recently as Q4 2024.

Westover Capital Advisors first reported a position in BHP in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Westover Capital Advisors held 6,242 shares of BHP worth $454K as of Q1 2026.
  • BHP was a new Westover Capital Advisors position in Q1 2026.
  • BHP made up 0.08% of Westover Capital Advisors's portfolio in Q1 2026, its #153 holding.
  • Westover Capital Advisors first reported a position in BHP in Q1 2022 and has held it in 6 quarters since.
  • Westover Capital Advisors's BHP position peaked at $1.03M in Q1 2022.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.