Cetera Investment Advisers
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Cetera Investment Advisers’s Helmerich & Payne HP Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$833K Buy
23,118
+762
+3% +$26K ﹤0.01% 3066
2025
Q4 		$641K Sell
22,356
-3,239
-13% -$86K ﹤0.01% 3220
2025
Q3 		$565K Buy
25,595
+10,380
+68% +$191K ﹤0.01% 3278
2025
Q2 		$231K Sell
15,215
-7,713
-34% -$141K ﹤0.01% 3622
2025
Q1 		$599K Buy
22,928
+3,814
+20% +$111K ﹤0.01% 2691
2024
Q4 		$612K Buy
19,114
+4,692
+33% +$159K ﹤0.01% 2524
2024
Q3 		$439K Buy
14,422
+2,659
+23% +$91.8K ﹤0.01% 2749
2024
Q2 		$425K Buy
11,763
+1,678
+17% +$64.5K ﹤0.01% 2724
2024
Q1 		$424K Buy
+10,085
New +$382K ﹤0.01% 2737

Other funds holding HP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return