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

Valued 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	$3.83K	Buy	117 +71	+154%	+$2.66K	﹤0.01%	504
2026 Q1	$1.66K	Hold	46	–	–	﹤0.01%	589
2025 Q4	$1.32K	Hold	46	–	–	﹤0.01%	437
2025 Q3	$1.02K	Hold	46	–	–	﹤0.01%	453
2025 Q2	$698	Hold	46	–	–	﹤0.01%	487
2025 Q1	$1.2K	Hold	46	–	–	﹤0.01%	457
2024 Q4	$1.47K	Hold	46	–	–	﹤0.01%	431
2024 Q3	$1.4K	Hold	46	–	–	﹤0.01%	412
2024 Q2	$1.66K	Hold	46	–	–	﹤0.01%	386
2024 Q1	$1.94K	Hold	46	–	–	﹤0.01%	360
2023 Q4	$1.94K	Buy	+46	New	+$1.78K	﹤0.01%	307

Other funds holding HP

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Valued Wealth Advisors increased its Helmerich & Payne (HP) stake by 154% in Q2 2026, buying an estimated $2.66K and bringing the position to 117 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Valued Wealth Advisors first reported a position in HP in Q4 2023 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Valued Wealth Advisors held 117 shares of Helmerich & Payne worth $3.83K as of Q2 2026.
Valued Wealth Advisors bought 71 Helmerich & Payne shares in Q2 2026, an estimated $2.66K.
Helmerich & Payne made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #504 holding.
Valued Wealth Advisors first reported a position in Helmerich & Payne in Q4 2023 and has held it in 11 quarters since.
67 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.