Position in HP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,416,103
-$46,318 QoQ
Shares Held
43,253
+6.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#116
of 372 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Cadence Wealth Management LLC holds $1,416,103 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
|
43,253 | $1,416,103 |
All Filings in HP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,103 | 43,253 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,462,421 | 40,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,128,328 | 39,342 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $913,377 | 41,348 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $601,852 | 39,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $578,322 | 22,141 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $281,039 | 8,777 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $255,953 | 8,414 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $302,997 | 8,384 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||