Private Wealth Management Group, LLC
Position in HP — Helmerich & Payne, Inc.
CIK 2011342
PRINCETON, NJ
Position in HP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,408
-$1,247 QoQ
Shares Held
379
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#293
of 372 holders
Holding Since
Dec 2023
9 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 Jun 30, 2026Private Wealth Management Group, LLC holds $43,368 across 5 Oil & Gas Drilling names. HP ranks #2 (28.6% of the industry book) .
All Filings in HP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,408 | 379 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,655 | 379 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,357 | 396 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,747 | 396 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,003 | 396 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,074 | 156 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,088 | 34 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $8,664 | 206 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,547 | 236 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||