Compass Financial Management’s Helmerich & Payne HP Stock Holding History

Compass Financial 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	$720	Buy	+22	New	+$823	﹤0.01%	1397

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Compass Financial Management's HP Position: Q2 2026 in Review

Compass Financial Management opened a new position in Helmerich & Payne (HP) in Q2 2026: 22 shares worth $720. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

349 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Compass Financial Management held 22 shares of Helmerich & Payne worth $720 as of Q2 2026.
Helmerich & Payne was a new Compass Financial Management position in Q2 2026.
Helmerich & Payne made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1397 holding.
349 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.