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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Twin Peaks Wealth Advisors opened a new position in ConocoPhillips (COP) in Q1 2026: 1,358 shares worth $179K. The stake represents 0.05% of the portfolio and ranks #199 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in COP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in COP in Q2 2025 and has held it in 2 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,358 shares of ConocoPhillips worth $179K as of Q1 2026.
  • ConocoPhillips was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • ConocoPhillips made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • Twin Peaks Wealth Advisors first reported a position in ConocoPhillips in Q2 2025 and has held it in 2 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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