MV Capital Management’s Helmerich & Payne HP Stock Holding History

MV Capital 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	$7.76K	Sell	237 -1	-0.4%	-$37	﹤0.01%	577
2026 Q1	$8.58K	Buy	238 +1	+0.4%	+$34	﹤0.01%	545
2025 Q4	$6.8K	Buy	237 +12	+5%	+$319	﹤0.01%	576
2025 Q3	$4.97K	Buy	225 +66	+42%	+$1.22K	﹤0.01%	604
2025 Q2	$2.41K	Buy	159 +148	+1,345%	+$2.71K	﹤0.01%	688
2025 Q1	$288	Sell	11 -9	-45%	-$262	﹤0.01%	884
2024 Q4	$641	Sell	20 -2	-9%	-$68	﹤0.01%	787
2024 Q3	$670	Buy	22 +17	+340%	+$587	﹤0.01%	781
2024 Q2	$181	Buy	5 +2	+67%	+$77	﹤0.01%	811
2024 Q1	$127	Buy	+3	New	+$114	﹤0.01%	759
2015 Q2	–	Sell	-17	Closed	-$1K	–	431
2015 Q1	$1K	Hold	17	–	–	﹤0.01%	407
2014 Q4	$1K	Buy	+17	New	+$1.32K	﹤0.01%	524

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

MV Capital Management's HP Position: Q2 2026 in Review

MV Capital Management reduced its Helmerich & Payne (HP) stake by 0.42% in Q2 2026, selling an estimated $37 and leaving 237 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

MV Capital Management first reported a position in HP in Q4 2014 and has held it in 12 quarters since. The position peaked at $8.58K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

MV Capital Management held 237 shares of Helmerich & Payne worth $7.76K as of Q2 2026.
MV Capital Management sold 1 Helmerich & Payne share in Q2 2026, an estimated $37.
Helmerich & Payne made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #577 holding.
MV Capital Management first reported a position in Helmerich & Payne in Q4 2014 and has held it in 12 quarters since.
MV Capital Management's Helmerich & Payne position peaked at $8.58K in Q1 2026.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.