Bartlett & Co Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.4K | Hold |
500
| – | – | ﹤0.01% | 919 |
|
|
2026
Q1 | $20.3K | Hold |
500
| – | – | ﹤0.01% | 819 |
|
|
2025
Q4 | $14.3K | Hold |
500
| – | – | ﹤0.01% | 880 |
|
|
2025
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 909 |
|
|
2025
Q2 | $7.58K | Hold |
500
| – | – | ﹤0.01% | 945 |
|
|
2025
Q1 | $13.1K | Hold |
500
| – | – | ﹤0.01% | 887 |
|
|
2024
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 843 |
|
|
2024
Q3 | $15.2K | Hold |
500
| – | – | ﹤0.01% | 858 |
|
|
2024
Q2 | $18.1K | Hold |
500
| – | – | ﹤0.01% | 828 |
|
|
2024
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 811 |
|
|
2023
Q4 | $18.2K | Hold |
500
| – | – | ﹤0.01% | 897 |
|
|
2023
Q3 | $21.1K | Hold |
500
| – | – | ﹤0.01% | 817 |
|
|
2023
Q2 | $17.7K | Hold |
500
| – | – | ﹤0.01% | 844 |
|
|
2023
Q1 | $17.9K | Sell |
500
-4
| -0.8% | -$173 | ﹤0.01% | 730 |
|
|
2022
Q4 | $25K | Hold |
504
| – | – | ﹤0.01% | 680 |
|
|
2022
Q3 | $18.6K | Hold |
504
| – | – | ﹤0.01% | 718 |
|
|
2022
Q2 | $21.7K | Hold |
504
| – | – | ﹤0.01% | 718 |
|
|
2022
Q1 | $21.6K | Buy |
+504
| New | +$17.4K | ﹤0.01% | 726 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$13.7K | – | 605 |
|
|
2021
Q3 | $13.7K | Hold |
500
| – | – | ﹤0.01% | 673 |
|
|
2021
Q2 | $16.3K | Hold |
500
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $13.5K | Hold |
500
| – | – | ﹤0.01% | 705 |
|
|
2020
Q4 | $11.6K | Sell |
500
-1,000
| -67% | -$19.4K | ﹤0.01% | 720 |
|
|
2020
Q3 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 609 |
|
|
2020
Q2 | $29.3K | Sell |
1,500
-1,600
| -52% | -$31.2K | ﹤0.01% | 561 |
|
|
2020
Q1 | $48.5K | Buy |
3,100
+300
| +11% | +$10.6K | ﹤0.01% | 467 |
|
|
2019
Q4 | $127K | Hold |
2,800
| – | – | ﹤0.01% | 385 |
|
|
2019
Q3 | $112K | Sell |
2,800
-304
| -10% | -$13.4K | ﹤0.01% | 388 |
|
|
2019
Q2 | $157K | Buy |
3,104
+4
| +0.1% | +$220 | 0.01% | 275 |
|
|
2019
Q1 | $172K | Hold |
3,100
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $149K | Hold |
3,100
| – | – | 0.01% | 275 |
|
|
2018
Q3 | $213K | Hold |
3,100
| – | – | 0.01% | 253 |
|
|
2018
Q2 | $198K | Hold |
3,100
| – | – | 0.01% | 253 |
|
|
2018
Q1 | $206K | Buy |
+3,100
| New | +$209K | 0.01% | 250 |
|
Other funds holding HP
Bartlett & Co Wealth Management's HP Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its Helmerich & Payne (HP) position steady in Q2 2026 at 500 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #919.
Bartlett & Co Wealth Management first reported a position in HP in Q1 2018 and has held it in 33 quarters since. The position peaked at $213K in Q3 2018. 376 funds tracked by Wall St. Rank hold HP as of Q2 2026.
- Bartlett & Co Wealth Management held 500 shares of Helmerich & Payne worth $16.4K as of Q2 2026.
- Bartlett & Co Wealth Management left its Helmerich & Payne share count unchanged in Q2 2026.
- Helmerich & Payne made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #919 holding.
- Bartlett & Co Wealth Management first reported a position in Helmerich & Payne in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Helmerich & Payne position peaked at $213K in Q3 2018.
- 376 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.