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HFM Investment Advisors’s Helmerich & Payne HP Stock Holding History

HFM Investment Advisors’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 		$492 Buy
15
+7
+88% +$262 ﹤0.01% 995
2026
Q1 		$288 Hold
8
– – ﹤0.01% 877
2025
Q4 		$230 Buy
+8
New +$213 ﹤0.01% 977
2025
Q3 		– Sell
-2
Closed -$30 – 1289
2025
Q2 		$30 Buy
2
+1
+100% +$18 ﹤0.01% 1253
2025
Q1 		$27 Buy
+1
New +$29 ﹤0.01% 1130

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American Century Companies
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Invesco
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Geode Capital Management
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

HFM Investment Advisors's HP Position: Q2 2026 in Review

HFM Investment Advisors increased its Helmerich & Payne (HP) stake by 88% in Q2 2026, buying an estimated $262 and bringing the position to 15 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #995.

HFM Investment Advisors first reported a position in HP in Q1 2025 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • HFM Investment Advisors held 15 shares of Helmerich & Payne worth $492 as of Q2 2026.
  • HFM Investment Advisors bought 7 Helmerich & Payne shares in Q2 2026, an estimated $262.
  • Helmerich & Payne made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #995 holding.
  • HFM Investment Advisors first reported a position in Helmerich & Payne in Q1 2025 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.