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Cambria Investment Management’s Helmerich & Payne HP Stock Holding History

Cambria Investment Management’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 		$861K Buy
26,304
+7,283
+38% +$273K 0.04% 395
2026
Q1 		$685K Buy
+19,021
New +$649K 0.04% 319
2025
Q1 		– Sell
-6,818
Closed -$218K – 404
2024
Q4 		$218K Sell
6,818
-337,213
-98% -$11.4M 0.01% 382
2024
Q3 		$10.5M Sell
344,031
-9,162
-3% -$316K 0.63% 87
2024
Q2 		$12.8M Buy
353,193
+346,825
+5,446% +$13.3M 0.78% 33
2024
Q1 		$268K Buy
+6,368
New +$241K 0.02% 314
2022
Q3 		– Sell
-190,620
Closed -$8.21M – 261
2022
Q2 		$8.21M Buy
190,620
+19,062
+11% +$886K 1.06% 11
2022
Q1 		$7.34M Buy
171,558
+57,186
+50% +$1.97M 0.94% 19
2021
Q4 		$2.71M Buy
114,372
+11,649
+11% +$332K 0.45% 108
2021
Q3 		$2.82M Sell
102,723
-4,236
-4% -$118K 0.52% 67
2021
Q2 		$3.49M Buy
106,959
+14,826
+16% +$436K 0.6% 48
2021
Q1 		$2.48M Buy
92,133
+60,979
+196% +$1.68M 0.49% 80
2020
Q4 		$722K Sell
31,154
-1,684
-5% -$32.6K 0.25% 107
2020
Q3 		$481K Buy
32,838
+842
+3% +$14.7K 0.18% 128
2020
Q2 		$624K Sell
31,996
-6,736
-17% -$131K 0.23% 86
2020
Q1 		$606K Buy
+38,732
New +$1.36M 0.23% 84

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Cambria Investment Management's HP Position: Q2 2026 in Review

Cambria Investment Management increased its Helmerich & Payne (HP) stake by 38% in Q2 2026, buying an estimated $273K and bringing the position to 26,304 shares worth $861K. The position accounts for 0.04% of the portfolio, ranked #395.

Cambria Investment Management first reported a position in HP in Q1 2020 and has held it in 16 quarters since. The position peaked at $12.8M in Q2 2024. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Cambria Investment Management held 26,304 shares of Helmerich & Payne worth $861K as of Q2 2026.
  • Cambria Investment Management bought 7,283 Helmerich & Payne shares in Q2 2026, an estimated $273K.
  • Helmerich & Payne made up 0.04% of Cambria Investment Management's portfolio in Q2 2026, its #395 holding.
  • Cambria Investment Management first reported a position in Helmerich & Payne in Q1 2020 and has held it in 16 quarters since.
  • Cambria Investment Management's Helmerich & Payne position peaked at $12.8M in Q2 2024.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.