PWPS
HP icon

Pinnacle Wealth Planning Services’s Helmerich & Payne HP Stock Holding History

Pinnacle Wealth Planning Services’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 		$179K Buy
5,455
+46
+0.9% +$1.72K 0.02% 572
2026
Q1 		$195K Buy
5,409
+85
+2% +$2.9K 0.02% 490
2025
Q4 		$153K Buy
+5,324
New +$141K 0.02% 581
2021
Q1 		– Sell
-343
Closed -$8K – 1055
2020
Q4 		$8K Buy
+343
New +$6.65K ﹤0.01% 1466

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

Pinnacle Wealth Planning Services's HP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Helmerich & Payne (HP) stake by 0.85% in Q2 2026, buying an estimated $1.72K and bringing the position to 5,455 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #572.

Pinnacle Wealth Planning Services first reported a position in HP in Q4 2020 and has held it in 4 quarters since. The position peaked at $195K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,455 shares of Helmerich & Payne worth $179K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 46 Helmerich & Payne shares in Q2 2026, an estimated $1.72K.
  • Helmerich & Payne made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #572 holding.
  • Pinnacle Wealth Planning Services first reported a position in Helmerich & Payne in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Helmerich & Payne position peaked at $195K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.