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Twin Peaks Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Twin Peaks 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
Q1 		$4.32K Buy
+120
New +$4.09K ﹤0.01% 1442
2025
Q3 		– Sell
-34
Closed -$598 – 1034
2025
Q2 		$598 Buy
+34
New +$623 ﹤0.01% 1873

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Twin Peaks Wealth Advisors's HP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Helmerich & Payne (HP) in Q1 2026: 120 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HP in Q2 2025 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 120 shares of Helmerich & Payne worth $4.32K as of Q1 2026.
  • Helmerich & Payne was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Helmerich & Payne made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1442 holding.
  • Twin Peaks Wealth Advisors first reported a position in Helmerich & Payne in Q2 2025 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.