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JFS Wealth Advisors’s Helmerich & Payne HP Stock Holding History

JFS Wealth Advisors’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39K Buy
134
+34
+34% +$1.27K ﹤0.01% 1329
2026
Q1 		$3.6K Buy
100
+8
+9% +$273 ﹤0.01% 1309
2025
Q4 		$2.64K Buy
+92
New +$2.44K ﹤0.01% 1462
2025
Q2 		– Sell
-45
Closed -$1.18K – 1918
2025
Q1 		$1.18K Sell
45
-46
-51% -$1.34K ﹤0.01% 1617
2024
Q4 		$2.91K Buy
91
+14
+18% +$475 ﹤0.01% 1331
2024
Q3 		$2.34K Sell
77
-1
-1% -$35 ﹤0.01% 1416
2024
Q2 		$2.82K Hold
78
– – ﹤0.01% 1300
2024
Q1 		$3.28K Sell
78
-17
-18% -$643 ﹤0.01% 1262
2023
Q4 		$3.44K Sell
95
-4
-4% -$155 ﹤0.01% 1209
2023
Q3 		$4.17K Buy
99
+10
+11% +$418 ﹤0.01% 1066
2023
Q2 		$3.16K Sell
89
-4
-4% -$136 ﹤0.01% 1206
2023
Q1 		$3.33K Sell
93
-16
-15% -$690 ﹤0.01% 1153
2022
Q4 		$5.4K Hold
109
– – ﹤0.01% 965
2022
Q3 		$4K Sell
109
-36
-25% -$1.51K ﹤0.01% 1066
2022
Q2 		$6K Buy
145
+53
+58% +$2.46K ﹤0.01% 934
2022
Q1 		$4K Buy
92
+56
+156% +$1.93K ﹤0.01% 1139
2021
Q4 		$1K Buy
+36
New +$1.03K ﹤0.01% 1396
2018
Q2 		– Sell
-12
Closed -$1K – 505
2018
Q1 		$1K Buy
+12
New +$809 ﹤0.01% 499
2017
Q2 		– Sell
-180
Closed -$14K – 426
2017
Q1 		$14K Hold
180
– – ﹤0.01% 333
2016
Q4 		$14K Hold
180
– – ﹤0.01% 333
2016
Q3 		$12K Hold
180
– – ﹤0.01% 365
2016
Q2 		$12K Hold
180
– – ﹤0.01% 371
2016
Q1 		$11K Sell
180
-247
-58% -$13.1K ﹤0.01% 381
2015
Q4 		$23K Buy
427
+402
+1,608% +$22.2K 0.01% 313
2015
Q3 		$1K Buy
+25
New +$1.42K ﹤0.01% 455

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

JFS Wealth Advisors's HP Position: Q2 2026 in Review

JFS Wealth Advisors increased its Helmerich & Payne (HP) stake by 34% in Q2 2026, buying an estimated $1.27K and bringing the position to 134 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

JFS Wealth Advisors first reported a position in HP in Q3 2015 and has held it in 25 quarters since. The position peaked at $23K in Q4 2015. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • JFS Wealth Advisors held 134 shares of Helmerich & Payne worth $4.39K as of Q2 2026.
  • JFS Wealth Advisors bought 34 Helmerich & Payne shares in Q2 2026, an estimated $1.27K.
  • Helmerich & Payne made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1329 holding.
  • JFS Wealth Advisors first reported a position in Helmerich & Payne in Q3 2015 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Helmerich & Payne position peaked at $23K in Q4 2015.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.