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Creative Planning HP Position History
Helmerich & Payne, Inc. • Energy
Quarters held
8
Latest value
$4.9M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $13K |
| Q4 2025 | $2.8M |
| Q1 2026 | $4M |
| Q2 2026 | $37K |
| Q2 2026 | $4M |
| Q3 2026 | $52K |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 132.7K | — | — |
| Q3 2026 | $52K | 1.4K | — | — |
| Q2 2026 | $4M | 120.9K | — | — |
| Q2 2026 | $37K | 1.1K | — | — |
| Q1 2026 | $4M | 110.9K | — | — |
| Q4 2025 | $2.8M | 97.3K | — | — |
| Q3 2025 | $13K | 584 | — | — |
| Q3 2025 | $1.6M | 73.5K | — | — |
Other funds holding HP
$403.8M
$158.2M
$148.1M
$148.1M
$117.6M
$95.7M
$84.7M