Position in HP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$578,281
-$1,501,248 QoQ
Shares Held
16,050
-77.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $578,281 across 1 Oil & Gas Drilling name. HP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HP |
Helmerich & Payne, Inc.
This page
|
16,050 | $578,281 |
All Filings in HP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $578,281 | 16,050 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,079,529 | 72,508 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,075,311 | 93,948 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $766,125 | 50,536 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||