Position in BHP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$278,957
+$72,613 QoQ
Shares Held
3,835
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $319,638 across 2 Other Industrial Metals & Mining names. BHP ranks #1 (87.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
This page
|
3,835 | $278,957 | |
| 2 | TMQ |
Trilogy Metals Inc.
|
11,332 | $40,681 |
All Filings in BHP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,957 | 3,835 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $206,344 | 3,418 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $215,919 | 3,873 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $207,198 | 3,336 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $216,683 | 3,756 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $248,511 | 3,638 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $207,033 | 3,265 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $244,290 | 3,937 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $239,243 | 3,097 | Shares | Sole | 2022-05-12 | |
| 2021-06-30 | $202,394 | 2,779 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||