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

Physician 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 		$8.22K Buy
251
+15
+6% +$561 ﹤0.01% 925
2026
Q1 		$8.5K Sell
236
-100
-30% -$3.41K ﹤0.01% 846
2025
Q4 		$9.64K Buy
336
+19
+6% +$505 ﹤0.01% 775
2025
Q3 		$7K Sell
317
-152
-32% -$2.8K ﹤0.01% 843
2025
Q2 		$7.11K Buy
469
+369
+369% +$6.76K ﹤0.01% 718
2025
Q1 		$2.61K Buy
+100
New +$2.91K ﹤0.01% 826

Other funds holding HP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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

Physician Wealth Advisors increased its Helmerich & Payne (HP) stake by 6.4% in Q2 2026, buying an estimated $561 and bringing the position to 251 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Physician Wealth Advisors first reported a position in HP in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.64K in Q4 2025. 52 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Physician Wealth Advisors held 251 shares of Helmerich & Payne worth $8.22K as of Q2 2026.
  • Physician Wealth Advisors bought 15 Helmerich & Payne shares in Q2 2026, an estimated $561.
  • Helmerich & Payne made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #925 holding.
  • Physician Wealth Advisors first reported a position in Helmerich & Payne in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Helmerich & Payne position peaked at $9.64K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.