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B&D White Capital Company’s Helmerich & Payne HP Stock Holding History

B&D White Capital Company’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-37,000
Closed -$561K – 86
2025
Q2 		$561K Buy
+37,000
New +$678K 0.09% 63
2024
Q4 		– Sell
-19,100
Closed -$581K – 81
2024
Q3 		$581K Buy
+19,100
New +$660K 0.1% 53
2024
Q1 		– Sell
-14,300
Closed -$518K – 65
2023
Q4 		$518K Buy
+14,300
New +$553K 0.16% 35
2023
Q3 		– Sell
-14,900
Closed -$528K – 78
2023
Q2 		$528K Buy
+14,900
New +$508K 0.18% 43

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

B&D White Capital Company's HP Position: Q3 2025 in Review

B&D White Capital Company sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 37,000 shares — an estimated $561K sold.

B&D White Capital Company first reported a position in HP in Q2 2023 and held it in 4 quarters. The position peaked at $581K in Q3 2024. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • B&D White Capital Company reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
  • B&D White Capital Company sold 37,000 Helmerich & Payne shares in Q3 2025, an estimated $561K.
  • B&D White Capital Company first reported a position in Helmerich & Payne in Q2 2023 and held it in 4 quarters.
  • B&D White Capital Company's Helmerich & Payne position peaked at $581K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on B&D White Capital Company's 13F filing for Q3 2025, filed 23 Oct 2025.