CIBC Private Wealth Group’s Helmerich & Payne HP Stock Holding History

CIBC Private Wealth Group’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 Q4	$1.18K	Buy	+41	New	+$1.09K	﹤0.01%	2886
2025 Q2	–	Sell	-938	Closed	-$17.8K	–	3186
2025 Q1	$17.8K	Buy	938 +88	+10%	+$2.56K	﹤0.01%	2038
2024 Q4	$27.9K	Hold	850	–	–	﹤0.01%	1929
2024 Q3	$25.9K	Sell	850 -43	-5%	-$1.49K	﹤0.01%	2045
2024 Q2	$31.8K	Hold	893	–	–	﹤0.01%	1850
2024 Q1	$37.7K	Buy	+893	New	+$33.8K	﹤0.01%	1784
2018 Q3	–	Sell	-90	Closed	-$6K	–	1282
2018 Q2	$6K	Buy	90 +68	+309%	+$4.63K	﹤0.01%	1677
2018 Q1	$1K	Buy	+22	New	+$1.48K	﹤0.01%	1858

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group's HP Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Helmerich & Payne (HP) in Q4 2025: 41 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #2886 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in HP as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in HP in Q1 2018 and has held it in 8 quarters since. The position peaked at $37.7K in Q1 2024. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

CIBC Private Wealth Group held 41 shares of Helmerich & Payne worth $1.18K as of Q4 2025.
Helmerich & Payne was a new CIBC Private Wealth Group position in Q4 2025.
Helmerich & Payne made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2886 holding.
CIBC Private Wealth Group first reported a position in Helmerich & Payne in Q1 2018 and has held it in 8 quarters since.
CIBC Private Wealth Group's Helmerich & Payne position peaked at $37.7K in Q1 2024.
360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.