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Gilliland Jeter Wealth Management’s Helmerich & Payne HP Stock Holding History

Gilliland Jeter 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
Q1 		– Sell
-6,600
Closed -$211K – 180
2024
Q4 		$211K Sell
6,600
-200
-3% -$6.79K 0.07% 163
2024
Q3 		$207K Hold
6,800
– – 0.07% 168
2024
Q2 		$246K Hold
6,800
– – 0.08% 152
2024
Q1 		$286K Hold
6,800
– – 0.1% 143
2023
Q4 		$246K Buy
+6,800
New +$263K 0.1% 148

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

Gilliland Jeter Wealth Management's HP Position: Q1 2025 in Review

Gilliland Jeter Wealth Management sold out of Helmerich & Payne (HP) in Q1 2025, closing a stake of 6,600 shares — an estimated $211K sold.

Gilliland Jeter Wealth Management first reported a position in HP in Q4 2023 and held it in 5 quarters. The position peaked at $286K in Q1 2024. 351 funds tracked by Wall St. Rank hold HP as of Q1 2025.

  • Gilliland Jeter Wealth Management reported no remaining Helmerich & Payne position as of Q1 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 6,600 Helmerich & Payne shares in Q1 2025, an estimated $211K.
  • Gilliland Jeter Wealth Management first reported a position in Helmerich & Payne in Q4 2023 and held it in 5 quarters.
  • Gilliland Jeter Wealth Management's Helmerich & Payne position peaked at $286K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.