Back to HP
EVERGREEN CAPITAL MANAGEMENT LLC → HP
EVERGREEN CAPITAL MANAGEMENT LLC HP Position History
Helmerich & Payne, Inc. • Energy
Quarters held
10
Latest value
$244K
Q3 2026
Peak value
$947K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $760K |
| Q3 2025 | $144K |
| Q4 2025 | $947K |
| Q4 2025 | $188K |
| Q1 2026 | $239K |
| Q1 2026 | $580K |
| Q2 2026 | $551K |
| Q2 2026 | $218K |
| Q3 2026 | $635K |
| Q3 2026 | $244K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $244K | 6.6K | — | — |
| Q3 2026 | $635K | 17.1K | — | — |
| Q2 2026 | $218K | 6.6K | — | — |
| Q2 2026 | $551K | 16.8K | — | — |
| Q1 2026 | $580K | 16.1K | — | — |
| Q1 2026 | $239K | 6.6K | — | — |
| Q4 2025 | $188K | 6.6K | — | — |
| Q4 2025 | $947K | 33.0K | — | — |
| Q3 2025 | $144K | 6.5K | — | — |
| Q3 2025 | $760K | 34.4K | — | — |
Other funds holding HP
$403.8M
$158.2M
$148.1M
$148.1M
$117.6M
$95.7M
$84.7M