Coppell Advisory Solutions’s HighPeak Energy HPK Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-1,303	Closed	-$19.3K	–	1000
2024 Q4	$19.3K	Sell	1,303 -10,100	-89%	-$145K	﹤0.01%	900
2024 Q3	$166K	Sell	11,403 -2,000	-15%	-$30.5K	0.02%	317
2024 Q2	$188K	Buy	+13,403	New	+$198K	0.03%	268
2023 Q4	$79K	Hold	5,550	–	–	0.02%	406
2023 Q3	$127K	Hold	5,550	–	–	0.04%	197
2023 Q2	$65.7K	Buy	+5,550	New	+$93.5K	0.02%	313
2023 Q1	–	Sell	-5,550	Closed	-$127K	–	595
2022 Q4	$127K	Buy	+5,550	New	+$125K	0.04%	200

Other funds holding HPK

USCWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

E3F

Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

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

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Coppell Advisory Solutions's HPK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of HighPeak Energy (HPK) in Q1 2025, closing a stake of 1,303 shares — an estimated $19.3K sold.

Coppell Advisory Solutions first reported a position in HPK in Q4 2022 and held it in 7 quarters. The position peaked at $188K in Q2 2024. 114 funds tracked by Wall St. Rank hold HPK as of Q1 2025.

Coppell Advisory Solutions reported no remaining HighPeak Energy position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,303 HighPeak Energy shares in Q1 2025, an estimated $19.3K.
Coppell Advisory Solutions first reported a position in HighPeak Energy in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's HighPeak Energy position peaked at $188K in Q2 2024.
114 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.