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Darwin Wealth Management’s Helmerich & Payne HP Stock Holding History

Darwin Wealth Management’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 		– Hold
0
– – – 648
2025
Q3 		– Hold
0
– – – 595
2025
Q2 		– Hold
0
– – – 600
2025
Q1 		– Hold
0
– – – 630
2024
Q4 		– Sell
-3,479
Closed -$118K – 630
2024
Q3 		$106K Buy
+3,479
New +$120K 0.03% 179

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Darwin Wealth Management's HP Position: Q4 2025 in Review

Darwin Wealth Management held its Helmerich & Payne (HP) position steady in Q4 2025 at 0 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Darwin Wealth Management first reported a position in HP in Q3 2024 and has held it in 1 quarter since. The position peaked at $106K in Q3 2024. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Darwin Wealth Management held 0 shares of Helmerich & Payne worth $23 as of Q4 2025.
  • Darwin Wealth Management left its Helmerich & Payne share count unchanged in Q4 2025.
  • Helmerich & Payne made up ﹤0.01% of Darwin Wealth Management's portfolio in Q4 2025, its #648 holding.
  • Darwin Wealth Management first reported a position in Helmerich & Payne in Q3 2024 and has held it in 1 quarter since.
  • Darwin Wealth Management's Helmerich & Payne position peaked at $106K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Darwin Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.