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Concurrent Investment Advisors’s Helmerich & Payne HP Stock Holding History

Concurrent Investment 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
-10,290
Closed -$156K – 1543
2025
Q2 		$156K Buy
10,290
+438
+4% +$8.03K ﹤0.01% 1301
2025
Q1 		$257K Buy
+9,852
New +$286K 0.01% 1002

Other funds holding HP

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Vanguard Group
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
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

Concurrent Investment Advisors's HP Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 10,290 shares — an estimated $156K sold.

Concurrent Investment Advisors first reported a position in HP in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,290 Helmerich & Payne shares in Q3 2025, an estimated $156K.
  • Concurrent Investment Advisors first reported a position in Helmerich & Payne in Q1 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Helmerich & Payne position peaked at $257K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.