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Twin Peaks Wealth Advisors’s ConocoPhillips COP Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,358
Closed -$179K – 637
2026
Q1 		$179K Buy
+1,358
New +$150K 0.05% 199
2025
Q3 		– Sell
-890
Closed -$84.2K – 564
2025
Q2 		$84.2K Buy
+890
New +$80.1K 0.03% 260

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Twin Peaks Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,358 shares — an estimated $179K sold.

Twin Peaks Wealth Advisors first reported a position in COP in Q2 2025 and held it in 2 quarters. The position peaked at $179K in Q1 2026. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,358 ConocoPhillips shares in Q2 2026, an estimated $179K.
  • Twin Peaks Wealth Advisors first reported a position in ConocoPhillips in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's ConocoPhillips position peaked at $179K in Q1 2026.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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