Position in HP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$202,104
-$19,408 QoQ
Shares Held
6,173
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#240
of 372 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $202,104 across 1 Oil & Gas Drilling name. HP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HP |
Helmerich & Payne, Inc.
This page
|
6,173 | $202,104 |
All Filings in HP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,104 | 6,173 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $221,512 | 6,148 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $200,925 | 6,275 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $221,899 | 6,140 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $263,463 | 6,264 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $222,608 | 6,146 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $258,862 | 6,140 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $217,663 | 6,140 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $219,147 | 6,130 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $304,310 | 6,139 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $225,738 | 6,106 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $262,536 | 6,097 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $260,829 | 6,097 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||