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Scissortail Wealth Management’s Helmerich & Payne HP Stock Holding History

Scissortail Wealth Management’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
Q1 		$530K Buy
14,716
+620
+4% +$21.1K 0.11% 81
2025
Q4 		$404K Buy
14,096
+120
+0.9% +$3.19K 0.09% 83
2025
Q3 		$309K Hold
13,976
– – 0.07% 91
2025
Q2 		$212K Hold
13,976
– – 0.05% 109
2025
Q1 		$365K Hold
13,976
– – 0.09% 82
2024
Q4 		$448K Buy
13,976
+13,970
+232,833% +$474K 0.11% 89
2024
Q3 		$425K Sell
6
-13,970
-100% -$483K 0.1% 89
2024
Q2 		$505K Buy
+13,976
New +$537K 0.13% 83

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VPM
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State Street
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VCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return