Position in HP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,152,808
-$115,844 QoQ
Shares Held
35,211
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#125
of 372 holders
Holding Since
Sep 2024
8 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, 2026BWM Planning, LLC holds $1,152,808 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
|
35,211 | $1,152,808 |
All Filings in HP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,808 | 35,211 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,268,652 | 35,211 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,043,607 | 36,388 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $803,810 | 36,388 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $551,642 | 36,388 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,108,323 | 42,432 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,358,672 | 42,432 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,290,781 | 42,432 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||