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Twin Peaks Wealth Advisors’s BP BP Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,822
Closed -$85.6K – 497
2026
Q1 		$85.6K Buy
+1,822
New +$71.4K 0.02% 313
2025
Q3 		– Sell
-907
Closed -$30.9K – 430
2025
Q2 		$30.9K Buy
+907
New +$26.6K 0.01% 467

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Twin Peaks Wealth Advisors's BP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of BP (BP) in Q2 2026, closing a stake of 1,822 shares — an estimated $85.6K sold.

Twin Peaks Wealth Advisors first reported a position in BP in Q2 2025 and held it in 2 quarters. The position peaked at $85.6K in Q1 2026. 1,169 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,822 BP shares in Q2 2026, an estimated $85.6K.
  • Twin Peaks Wealth Advisors first reported a position in BP in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's BP position peaked at $85.6K in Q1 2026.
  • 1,169 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.