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Global Financial Private Client’s Helmerich & Payne HP Stock Holding History

Global Financial Private Client’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
-12
Closed -$313 – 819
2025
Q1 		$313 Buy
12
+7
+140% +$203 ﹤0.01% 1430
2024
Q4 		$160 Buy
+5
New +$170 ﹤0.01% 1353

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

Global Financial Private Client's HP Position: Q2 2025 in Review

Global Financial Private Client sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 12 shares — an estimated $313 sold.

Global Financial Private Client first reported a position in HP in Q4 2024 and held it in 2 quarters. The position peaked at $313 in Q1 2025. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

  • Global Financial Private Client reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 12 Helmerich & Payne shares in Q2 2025, an estimated $313.
  • Global Financial Private Client first reported a position in Helmerich & Payne in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Helmerich & Payne position peaked at $313 in Q1 2025.
  • 340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.