Compass Financial Management
HP icon

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
Q3 		$817 Hold
22
– – ﹤0.01% 1557
2026
Q2 		$720 Buy
+22
New +$823 ﹤0.01% 1397

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Compass Financial Management's HP Position: Q3 2026 in Review

Compass Financial Management held its Helmerich & Payne (HP) position steady in Q3 2026 at 22 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Compass Financial Management first reported a position in HP in Q2 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold HP as of Q3 2026.

  • Compass Financial Management held 22 shares of Helmerich & Payne worth $817 as of Q3 2026.
  • Compass Financial Management left its Helmerich & Payne share count unchanged in Q3 2026.
  • Helmerich & Payne made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1557 holding.
  • Compass Financial Management first reported a position in Helmerich & Payne in Q2 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.