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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
Q2 		– Sell
-120
Closed -$4.32K – 1099
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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
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State Street
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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

Twin Peaks Wealth Advisors's HP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 120 shares — an estimated $4.32K sold.

Twin Peaks Wealth Advisors first reported a position in HP in Q2 2025 and held it in 2 quarters. The position peaked at $4.32K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 120 Helmerich & Payne shares in Q2 2026, an estimated $4.32K.
  • Twin Peaks Wealth Advisors first reported a position in Helmerich & Payne in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Helmerich & Payne position peaked at $4.32K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.