JFS WEALTH ADVISORS, LLC

Position in HP — Helmerich & Payne, Inc.

CIK 1568068 HERMITAGE, PA

Position in HP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,387

+$784 QoQ

Shares Held

134

+34.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#315

of 372 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $15,264 across 6 Oil & Gas Drilling names. HP ranks #1 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HP	Helmerich & Payne, Inc. This page	134	$4,387
2	NE	Noble Corp plc	100	$3,730
3	RIG	Transocean Ltd.	528	$2,581
4	VAL	Valaris Ltd	29	$2,105
5	SDRL	SEADRILL Ltd	43	$1,626
6	PTEN	Patterson Uti Energy Inc	91	$835

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,387	134	+34.0%	Shares	Sole	2026-07-10
2026-03-31	$3,603	100	+8.7%	Shares	Sole	2026-04-21
2025-12-31	$2,638	92	+104.4%	Shares	Sole	2026-01-14
2025-03-31	$1,175	45	-50.5%	Shares	Sole	2025-04-22
2024-12-31	$2,913	91	+18.2%	Shares	Sole	2025-01-31
2024-09-30	$2,342	77	-1.3%	Shares	Sole	2024-10-25
2024-06-30	$2,818	78	0.0%	Shares	Sole	2024-07-15
2024-03-31	$3,280	78	-17.9%	Shares	Sole	2024-04-30
2023-12-31	$3,440	95	-4.0%	Shares	Sole	2024-02-07
2023-09-30	$4,173	99	+11.2%	Shares	Sole	2023-11-02
2023-06-30	$3,155	89	-4.3%	Shares	Sole	2023-08-07
2023-03-31	$3,324	93	-14.7%	Shares	Sole	2023-04-19
2022-12-31	$5,403	109	0.0%	Shares	Sole	2023-02-13
2022-09-30	$4,029	109	-24.8%	Shares	Sole	2022-10-21
2022-06-30	$6,243	145	+57.6%	Shares	Sole	2022-08-02
2022-03-31	$3,935	92	+155.6%	Shares	Sole	2022-05-02
2021-12-31	$853	36	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.