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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
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

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 $3.37T AUM 44.26% 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

Savant Capital's HP Position: Q2 2026 in Review

Savant Capital reduced its Helmerich & Payne (HP) stake by 12% in Q2 2026, selling an estimated $87K and leaving 17,474 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Savant Capital first reported a position in HP in Q1 2023 and has held it in 14 quarters since. The position peaked at $836K in Q2 2024. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Savant Capital held 17,474 shares of Helmerich & Payne worth $572K as of Q2 2026.
  • Savant Capital sold 2,324 Helmerich & Payne shares in Q2 2026, an estimated $87K.
  • Helmerich & Payne made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1151 holding.
  • Savant Capital first reported a position in Helmerich & Payne in Q1 2023 and has held it in 14 quarters since.
  • Savant Capital's Helmerich & Payne position peaked at $836K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.