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Capital Advisors Ltd’s Helix Energy Solutions HLX Stock Holding History

Capital Advisors Ltd’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-111
Closed -$1K – 1465
2025
Q1 		$1K Hold
111
– – ﹤0.01% 1188
2024
Q4 		$1K Hold
111
– – ﹤0.01% 1215
2024
Q3 		$1K Hold
111
– – ﹤0.01% 1214
2024
Q2 		$1K Hold
111
– – ﹤0.01% 1206
2024
Q1 		$1K Hold
111
– – ﹤0.01% 1193
2023
Q4 		$1K Hold
111
– – ﹤0.01% 1151
2023
Q3 		$1K Hold
111
– – ﹤0.01% 1143
2023
Q2 		$1K Hold
111
– – ﹤0.01% 1152
2023
Q1 		$1K Hold
111
– – ﹤0.01% 1042
2022
Q4 		$1K Buy
+111
New +$667 ﹤0.01% 1011

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Advisors Ltd's HLX Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Helix Energy Solutions (HLX) in Q2 2025, closing a stake of 111 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in HLX in Q4 2022 and held it in 10 quarters. The position peaked at $1K in Q1 2025. 253 funds tracked by Wall St. Rank hold HLX as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Helix Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 111 Helix Energy Solutions shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Helix Energy Solutions in Q4 2022 and held it in 10 quarters.
  • Capital Advisors Ltd's Helix Energy Solutions position peaked at $1K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.