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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Twin Peaks Wealth Advisors's BP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in BP (BP) in Q1 2026: 1,822 shares worth $85.6K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BP in Q2 2025 and has held it in 2 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,822 shares of BP worth $85.6K as of Q1 2026.
  • BP was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • BP made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #313 holding.
  • Twin Peaks Wealth Advisors first reported a position in BP in Q2 2025 and has held it in 2 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.