SC
HP icon

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
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 $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

Savant Capital's HP Position: Q1 2026 in Review

Savant Capital increased its Helmerich & Payne (HP) stake by 4% in Q1 2026, buying an estimated $26K and bringing the position to 19,798 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Savant Capital first reported a position in HP in Q1 2023 and has held it in 13 quarters since. The position peaked at $836K in Q2 2024. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Savant Capital held 19,798 shares of Helmerich & Payne worth $713K as of Q1 2026.
  • Savant Capital bought 763 Helmerich & Payne shares in Q1 2026, an estimated $26K.
  • Helmerich & Payne made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #746 holding.
  • Savant Capital first reported a position in Helmerich & Payne in Q1 2023 and has held it in 13 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 Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.