Avion Wealth’s HighPeak Energy HPK Stock Holding History

Avion Wealth’s Portfolio HPK Stock Details HPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Buy	120 +39	+48%	+$205	﹤0.01%	1404
2025 Q4	$0	Buy	+81	New	+$487	﹤0.01%	1389
2024 Q2	–	Sell	-32	Closed	-$1K	–	1084
2024 Q1	$1K	Buy	+32	New	+$475	﹤0.01%	969

Other funds holding HPK

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avion Wealth's HPK Position: Q1 2026 in Review

Avion Wealth increased its HighPeak Energy (HPK) stake by 48% in Q1 2026, buying an estimated $205 and bringing the position to 120 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Avion Wealth first reported a position in HPK in Q1 2024 and has held it in 3 quarters since. The position peaked at $1K in Q1 2024. 129 funds tracked by Wall St. Rank hold HPK as of Q1 2026.

Avion Wealth held 120 shares of HighPeak Energy worth $0 as of Q1 2026.
Avion Wealth bought 39 HighPeak Energy shares in Q1 2026, an estimated $205.
HighPeak Energy made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1404 holding.
Avion Wealth first reported a position in HighPeak Energy in Q1 2024 and has held it in 3 quarters since.
Avion Wealth's HighPeak Energy position peaked at $1K in Q1 2024.
129 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.