EVERGREEN CAPITAL MANAGEMENT LLC

Position in HP — Helmerich & Payne, Inc.

CIK 1260824 Bellevue, WA

Position in HP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$768,832

-$50,597 QoQ

Shares Held

23,483

+3.3% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#159

of 372 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 70% Shared 28% None 1%

Energy · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $1,876,639 across 5 Oil & Gas Drilling names. HP ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HP	Helmerich & Payne, Inc. This page	23,483	$768,832
2	NE	Noble Corp plc	16,326	$608,959
3	NBR	Nabors Industries Ltd	3,493	$293,446
4	PTEN	Patterson Uti Energy Inc	13,759	$126,307
5	RIG	Transocean Ltd.	16,175	$79,095

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$768,832	23,483	+3.3%	Shares	Sole	2026-07-23
2026-03-31	$819,429	22,743	-42.6%	Shares	Other	2026-05-14
2025-12-31	$1,135,641	39,597	-3.3%	Shares	Sole	2026-01-27
2025-09-30	$904,606	40,951	-12.2%	Shares	Sole	2025-10-28
2025-06-30	$706,713	46,617	+64.5%	Shares	Sole	2025-08-14
2025-03-31	$739,979	28,330	+31.0%	Shares	Other	2025-05-15
2024-12-31	$692,304	21,621	-2.0%	Shares	Other	2025-02-13
2024-09-30	$670,851	22,053	-4.2%	Shares	Other	2024-11-14
2024-06-30	$831,906	23,019	-2.8%	Shares	Other	2024-08-14
2024-03-31	$996,484	23,692	+5.0%	Shares	Other	2024-05-15
2023-12-31	$817,630	22,574	+138.8%	Shares	Other	2024-02-14
2023-09-30	$398,622	9,455	+10.0%	Shares	Other	2023-11-14
2023-06-30	$304,692	8,595	+10.3%	Shares	Other	2023-08-14
2023-03-31	$278,635	7,794	+8.7%	Shares	Other	2023-05-15
2022-12-31	$355,416	7,170	-10.7%	Shares	Other	2023-02-14
2022-09-30	$296,905	8,031	+27.8%	Shares	Other	2022-11-14
2022-06-30	$270,502	6,282	-89.6%	Shares	Other	2022-08-15
2022-03-31	$2,571,762	60,116	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.