Clearstead Advisors’s Helmerich & Payne HP Stock Holding History

Clearstead Advisors’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	-4,377	Closed	-$66.4K	–	3157
2025 Q2	$66.4K	Hold	4,377	–	–	﹤0.01%	1193
2025 Q1	$114K	Hold	4,377	–	–	﹤0.01%	961
2024 Q4	$140K	Hold	4,377	–	–	﹤0.01%	934
2024 Q3	$133K	Hold	4,377	–	–	﹤0.01%	962
2024 Q2	$158K	Buy	+4,377	New	+$168K	﹤0.01%	889
2024 Q1	–	Sell	-1,000	Closed	-$36.2K	–	1581
2023 Q4	$36.2K	Sell	1,000 -1,170	-54%	-$45.2K	﹤0.01%	818
2023 Q3	$91.5K	Buy	2,170 +1,170	+117%	+$48.9K	﹤0.01%	748
2023 Q2	$35.5K	Buy	+1,000	New	+$34.1K	﹤0.01%	797

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clearstead Advisors's HP Position: Q3 2025 in Review

Clearstead Advisors sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 4,377 shares — an estimated $66.4K sold.

Clearstead Advisors first reported a position in HP in Q2 2023 and held it in 8 quarters. The position peaked at $158K in Q2 2024. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

Clearstead Advisors reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 4,377 Helmerich & Payne shares in Q3 2025, an estimated $66.4K.
Clearstead Advisors first reported a position in Helmerich & Payne in Q2 2023 and held it in 8 quarters.
Clearstead Advisors's Helmerich & Payne position peaked at $158K in Q2 2024.
337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.