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Crossmark Global Holdings’s Helmerich & Payne HP Stock Holding History

Crossmark Global Holdings’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
Q2 		$223K Sell
6,818
-146
-2% -$5.46K ﹤0.01% 1190
2026
Q1 		$251K Sell
6,964
-90
-1% -$3.07K ﹤0.01% 1099
2025
Q4 		$202K Buy
+7,054
New +$187K ﹤0.01% 1184
2025
Q1 		– Sell
-6,996
Closed -$224K – 1331
2024
Q4 		$224K Sell
6,996
-6
-0.1% -$204 ﹤0.01% 1164
2024
Q3 		$213K Sell
7,002
-389
-5% -$13.4K ﹤0.01% 1219
2024
Q2 		$267K Sell
7,391
-152
-2% -$5.84K 0.01% 1114
2024
Q1 		$317K Sell
7,543
-200
-3% -$7.57K 0.01% 1072
2023
Q4 		$280K Sell
7,743
-97
-1% -$3.75K 0.01% 1096
2023
Q3 		$325K Sell
7,840
-604
-7% -$25.2K 0.01% 975
2023
Q2 		$376K Sell
8,444
-182
-2% -$6.21K 0.01% 962
2023
Q1 		$308K Buy
8,626
+175
+2% +$7.55K 0.01% 1037
2022
Q4 		$419K Sell
8,451
-629
-7% -$29.9K 0.01% 861
2022
Q3 		$335K Sell
9,080
-190
-2% -$7.99K 0.01% 940
2022
Q2 		$399K Sell
9,270
-770
-8% -$35.8K 0.01% 915
2022
Q1 		$430K Sell
10,040
-80
-0.8% -$2.76K 0.01% 974
2021
Q4 		$240K Buy
10,120
+2,160
+27% +$61.5K 0.01% 1257
2021
Q3 		$218K Sell
7,960
-1,280
-14% -$35.7K 0.01% 1305
2021
Q2 		$302K Buy
9,240
+700
+8% +$20.6K 0.01% 1170
2021
Q1 		$230K Sell
8,540
-590
-6% -$16.3K 0.01% 1312
2020
Q4 		$211K Sell
9,130
-5,210
-36% -$101K 0.01% 1286
2020
Q3 		$210K Sell
14,340
-550
-4% -$9.58K 0.01% 1208
2020
Q2 		$291K Sell
14,890
-10,268
-41% -$200K 0.01% 1026
2020
Q1 		$394K Buy
25,158
+2,297
+10% +$80.9K 0.01% 731
2019
Q4 		$1.04M Buy
22,861
+9,551
+72% +$383K 0.03% 548
2019
Q3 		$533K Buy
13,310
+651
+5% +$28.7K 0.02% 760
2019
Q2 		$641K Buy
12,659
+1,111
+10% +$61.2K 0.02% 697
2019
Q1 		$642K Buy
11,548
+320
+3% +$17.4K 0.02% 694
2018
Q4 		$538K Buy
11,228
+5,676
+102% +$349K 0.02% 739
2018
Q3 		$382K Buy
5,552
+121
+2% +$7.72K 0.01% 1147
2018
Q2 		$346K Buy
5,431
+220
+4% +$15K 0.01% 1198
2018
Q1 		$347K Sell
5,211
-480
-8% -$32.4K 0.01% 1164
2017
Q4 		$368K Buy
5,691
+197
+4% +$11K 0.01% 1228
2017
Q3 		$286K Buy
+5,494
New +$272K 0.01% 1347
2016
Q3 		$286K Buy
+5,494
New +$345K 0.01% 1347

Other funds holding HP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Crossmark Global Holdings's HP Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Helmerich & Payne (HP) stake by 2.1% in Q2 2026, selling an estimated $5.46K and leaving 6,818 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Crossmark Global Holdings first reported a position in HP in Q3 2016 and has held it in 34 quarters since. The position peaked at $1.04M in Q4 2019. 33 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Crossmark Global Holdings held 6,818 shares of Helmerich & Payne worth $223K as of Q2 2026.
  • Crossmark Global Holdings sold 146 Helmerich & Payne shares in Q2 2026, an estimated $5.46K.
  • Helmerich & Payne made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1190 holding.
  • Crossmark Global Holdings first reported a position in Helmerich & Payne in Q3 2016 and has held it in 34 quarters since.
  • Crossmark Global Holdings's Helmerich & Payne position peaked at $1.04M in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.