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Savvy Advisors Inc’s Helmerich & Payne HP Stock Holding History

Savvy Advisors Inc’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 		$109K Buy
+3,015
New +$103K ﹤0.01% 1102

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VPM
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Dimensional Fund Advisors
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State Street
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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

Savvy Advisors Inc's HP Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Helmerich & Payne (HP) in Q1 2026: 3,015 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Savvy Advisors Inc held 3,015 shares of Helmerich & Payne worth $109K as of Q1 2026.
  • Helmerich & Payne was a new Savvy Advisors Inc position in Q1 2026.
  • Helmerich & Payne made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1102 holding.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.