GJL
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Gendell Jeffrey L’s Helmerich & Payne HP Stock Holding History

Gendell Jeffrey L’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
Q2 		– Sell
-167,795
Closed -$4.38M – 84
2025
Q1 		$4.38M Sell
167,795
-673,268
-80% -$19.6M 0.19% 45
2024
Q4 		$26.9M Buy
841,063
+283,157
+51% +$9.61M 0.84% 10
2024
Q3 		$17M Sell
557,906
-226,985
-29% -$7.84M 0.53% 19
2024
Q2 		$28.4M Buy
784,891
+266,320
+51% +$10.2M 0.99% 14
2024
Q1 		$21.8M Buy
518,571
+112,795
+28% +$4.27M 0.84% 13
2023
Q4 		$14.7M Buy
405,776
+125,671
+45% +$4.86M 0.8% 17
2023
Q3 		$11.8M Sell
280,105
-54,604
-16% -$2.28M 0.67% 21
2023
Q2 		$11.9M Buy
334,709
+77,939
+30% +$2.66M 0.92% 14
2023
Q1 		$9.18M Buy
256,770
+235,992
+1,136% +$10.2M 0.86% 19
2022
Q4 		$1.03M Sell
20,778
-261
-1% -$12.4K 0.09% 52
2022
Q3 		$778K Sell
21,039
-5,961
-22% -$251K 0.1% 47
2022
Q2 		$1.16M Sell
27,000
-63,000
-70% -$2.93M 0.13% 49
2022
Q1 		$3.85M Buy
+90,000
New +$3.1M 0.28% 40

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gendell Jeffrey L's HP Position: Q2 2025 in Review

Gendell Jeffrey L sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 167,795 shares — an estimated $4.38M sold.

Gendell Jeffrey L first reported a position in HP in Q1 2022 and held it in 13 quarters. The position peaked at $28.4M in Q2 2024. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

  • Gendell Jeffrey L reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
  • Gendell Jeffrey L sold 167,795 Helmerich & Payne shares in Q2 2025, an estimated $4.38M.
  • Gendell Jeffrey L first reported a position in Helmerich & Payne in Q1 2022 and held it in 13 quarters.
  • Gendell Jeffrey L's Helmerich & Payne position peaked at $28.4M in Q2 2024.
  • 340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Gendell Jeffrey L's 13F filing for Q2 2025, filed 14 Aug 2025.