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IFP Advisors’s Helmerich & Payne HP Stock Holding History

IFP 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
Q1 		$32.6K Buy
905
+3
+0.3% +$102 ﹤0.01% 2498
2025
Q4 		$25.9K Buy
902
+3
+0.3% +$80 ﹤0.01% 2592
2025
Q3 		$19.9K Sell
899
-420
-32% -$7.74K ﹤0.01% 2580
2025
Q2 		$21.7K Sell
1,319
-4
-0.3% -$73 ﹤0.01% 2508
2025
Q1 		$34.5K Buy
1,323
+4
+0.3% +$116 ﹤0.01% 2058
2024
Q4 		$42.2K Buy
1,319
+18
+1% +$611 ﹤0.01% 1906
2024
Q3 		$39.6K Buy
1,301
+315
+32% +$10.9K ﹤0.01% 1834
2024
Q2 		$35.6K Sell
986
-99
-9% -$3.81K ﹤0.01% 1819
2024
Q1 		$45.6K Sell
1,085
-362
-25% -$13.7K ﹤0.01% 1626
2023
Q4 		$52.4K Hold
1,447
– – ﹤0.01% 1529
2023
Q3 		$61K Sell
1,447
-843
-37% -$35.2K ﹤0.01% 1473
2023
Q2 		$81.2K Sell
2,290
-781
-25% -$26.6K ﹤0.01% 1410
2023
Q1 		$193K Buy
3,071
+196
+7% +$8.46K 0.01% 958
2022
Q4 		$194K Sell
2,875
-180
-6% -$8.57K 0.01% 1370
2022
Q3 		$215K Buy
3,055
+61
+2% +$2.57K 0.01% 1360
2022
Q2 		$212K Hold
2,994
– – 0.01% 1247
2022
Q1 		$212K Buy
2,994
+488
+19% +$16.8K 0.01% 1247
2021
Q4 		$63K Buy
2,506
+32
+1% +$912 ﹤0.01% 1473
2021
Q3 		$72K Buy
2,474
+22
+0.9% +$614 ﹤0.01% 1433
2021
Q2 		$79K Sell
2,452
-19
-0.8% -$559 ﹤0.01% 1336
2021
Q1 		$68K Buy
2,471
+34
+1% +$939 ﹤0.01% 1327
2020
Q4 		$56K Buy
2,437
+104
+4% +$2.02K ﹤0.01% 1394
2020
Q3 		$33K Buy
2,333
+74
+3% +$1.29K ﹤0.01% 1434
2020
Q2 		$43K Buy
2,259
+1,180
+109% +$23K ﹤0.01% 1284
2020
Q1 		$21K Buy
1,079
+1,070
+11,889% +$37.7K ﹤0.01% 1459
2019
Q4 		$0 Sell
9
-355
-98% -$14.2K ﹤0.01% 2958
2019
Q3 		$15K Buy
+364
New +$16.1K ﹤0.01% 1885
2019
Q1 		$4K Sell
68
-525
-89% -$28.6K ﹤0.01% 1926
2018
Q4 		$28K Buy
593
+32
+6% +$1.97K ﹤0.01% 1939
2018
Q3 		$39K Sell
561
-6,214
-92% -$397K ﹤0.01% 2030
2018
Q2 		$432K Buy
6,775
+5,484
+425% +$373K 0.02% 724
2018
Q1 		$83K Hold
1,291
– – ﹤0.01% 1495
2017
Q4 		$83K Sell
1,291
-202
-14% -$11.3K ﹤0.01% 1507
2017
Q3 		$78K Sell
1,493
-156
-9% -$7.72K ﹤0.01% 1700
2017
Q2 		$90K Sell
1,649
-1,188
-42% -$69.7K ﹤0.01% 1581
2017
Q1 		$189K Sell
2,837
-3,288
-54% -$234K 0.01% 1146
2016
Q4 		$474K Buy
6,125
+4,692
+327% +$333K 0.02% 638
2016
Q3 		$96K Sell
1,433
-916
-39% -$57.5K 0.01% 1385
2016
Q2 		$158K Buy
2,349
+2,281
+3,354% +$141K 0.01% 1094
2016
Q1 		$4K Sell
68
-1,191
-95% -$63K ﹤0.01% 1924
2015
Q4 		$67K Buy
+1,259
New +$69.6K ﹤0.01% 1428

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's HP Position: Q1 2026 in Review

IFP Advisors increased its Helmerich & Payne (HP) stake by 0.33% in Q1 2026, buying an estimated $102 and bringing the position to 905 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

IFP Advisors first reported a position in HP in Q4 2015 and has held it in 41 quarters since. The position peaked at $474K in Q4 2016. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • IFP Advisors held 905 shares of Helmerich & Payne worth $32.6K as of Q1 2026.
  • IFP Advisors bought 3 Helmerich & Payne shares in Q1 2026, an estimated $102.
  • Helmerich & Payne made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2498 holding.
  • IFP Advisors first reported a position in Helmerich & Payne in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's Helmerich & Payne position peaked at $474K in Q4 2016.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.