Creative Planning
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Creative Planning’s Helmerich & Payne HP Stock Holding History

Creative Planning’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
2018
Q4 		– Sell
-500
Closed -$8K – 2007
2018
Q3 		$8K Hold
500
– – ﹤0.01% 1998
2018
Q2 		$6K Hold
500
– – ﹤0.01% 1973
2018
Q1 		$8K Buy
+500
New +$33.7K ﹤0.01% 1944

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 $3.38T AUM 44.17% 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

Creative Planning's HP Position: Q2 2026 in Review

Creative Planning increased its Helmerich & Payne (HP) stake by 10% in Q2 2026, buying an estimated $416K and bringing the position to 121,981 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Creative Planning first reported a position in HP in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.99M in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Creative Planning held 121,981 shares of Helmerich & Payne worth $3.99M as of Q2 2026.
  • Creative Planning bought 11,119 Helmerich & Payne shares in Q2 2026, an estimated $416K.
  • Helmerich & Payne made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1574 holding.
  • Creative Planning first reported a position in Helmerich & Payne in Q2 2013 and has held it in 44 quarters since.
  • Creative Planning's Helmerich & Payne position peaked at $3.99M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.