Yorktown Management & Research Company’s Helmerich & Payne HP Stock Holding History

Yorktown Management & Research Company’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	$255K	Buy	+7,800	New	+$292K	0.16%	240
2018 Q3	–	Sell	-4,000	Closed	-$255K	–	354
2018 Q2	$255K	Hold	4,000	–	–	0.07%	308
2018 Q1	$266K	Hold	4,000	–	–	0.08%	310
2017 Q4	$259K	Buy	+4,000	New	+$224K	0.07%	330
2017 Q2	–	Sell	-3,000	Closed	-$200K	–	327
2017 Q1	$200K	Hold	3,000	–	–	0.05%	334
2016 Q4	$232K	Buy	+3,000	New	+$213K	0.06%	296
2014 Q2	–	Sell	-2,100	Closed	-$226K	–	493
2014 Q1	$226K	Buy	+2,100	New	+$195K	0.04%	388

Other funds holding HP

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Yorktown Management & Research Company's HP Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in Helmerich & Payne (HP) in Q2 2026: 7,800 shares worth $255K. The stake represents 0.16% of the portfolio and ranks #240 among its holdings. This is a return to the name: Yorktown Management & Research Company previously reported a position in HP as recently as Q2 2018.

Yorktown Management & Research Company first reported a position in HP in Q1 2014 and has held it in 7 quarters since. The position peaked at $266K in Q1 2018. 77 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Yorktown Management & Research Company held 7,800 shares of Helmerich & Payne worth $255K as of Q2 2026.
Helmerich & Payne was a new Yorktown Management & Research Company position in Q2 2026.
Helmerich & Payne made up 0.16% of Yorktown Management & Research Company's portfolio in Q2 2026, its #240 holding.
Yorktown Management & Research Company first reported a position in Helmerich & Payne in Q1 2014 and has held it in 7 quarters since.
Yorktown Management & Research Company's Helmerich & Payne position peaked at $266K in Q1 2018.
77 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.