Savant Capital
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Savant Capital’s Helmerich & Payne HP Stock Holding History

Savant Capital’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 		$1.06M Buy
28,506
+11,032
+63% +$427K ﹤0.01% 1138
2026
Q2 		$572K Sell
17,474
-2,324
-12% -$87K ﹤0.01% 1151
2026
Q1 		$713K Buy
19,798
+763
+4% +$26K ﹤0.01% 746
2025
Q4 		$546K Buy
19,035
+593
+3% +$15.8K ﹤0.01% 802
2025
Q3 		$407K Buy
18,442
+4,110
+29% +$75.8K ﹤0.01% 874
2025
Q2 		$217K Sell
14,332
-5,208
-27% -$95.5K ﹤0.01% 1118
2025
Q1 		$510K Buy
19,540
+1,660
+9% +$48.3K ﹤0.01% 664
2024
Q4 		$573K Sell
17,880
-23
-0.1% -$781 ﹤0.01% 836
2024
Q3 		$545K Sell
17,903
-5,235
-23% -$181K ﹤0.01% 836
2024
Q2 		$836K Buy
23,138
+4,506
+24% +$173K 0.01% 642
2024
Q1 		$784K Buy
18,632
+3,750
+25% +$142K 0.01% 615
2023
Q4 		$539K Buy
14,882
+438
+3% +$16.9K 0.01% 546
2023
Q3 		$609K Sell
14,444
-3
-0% -$125 0.01% 483
2023
Q2 		$512K Sell
14,447
-1
-0% -$34 0.01% 501
2023
Q1 		$517K Buy
+14,448
New +$623K 0.01% 455

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American Century Companies
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Savant Capital's HP Position: Q3 2026 in Review

Savant Capital increased its Helmerich & Payne (HP) stake by 63% in Q3 2026, buying an estimated $427K and bringing the position to 28,506 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Savant Capital first reported a position in HP in Q1 2023 and has held it in 15 quarters since. 280 funds tracked by Wall St. Rank hold HP as of Q3 2026.

  • Savant Capital held 28,506 shares of Helmerich & Payne worth $1.06M as of Q3 2026.
  • Savant Capital bought 11,032 Helmerich & Payne shares in Q3 2026, an estimated $427K.
  • Helmerich & Payne made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1138 holding.
  • Savant Capital first reported a position in Helmerich & Payne in Q1 2023 and has held it in 15 quarters since.
  • 280 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.