Jefferies Financial Group’s Helmerich & Payne HP Stock Holding History

Jefferies Financial Group’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 Q3	–	Sell	-11,490	Closed	-$174K	–	1553
2025 Q2	$174K	Buy	+11,490	New	+$211K	﹤0.01%	1143
2025 Q1	–	Sell	-6,582	Closed	-$211K	–	1782
2024 Q4	$211K	Buy	+6,582	New	+$223K	﹤0.01%	1374
2024 Q2	–	Sell	-6,538	Closed	-$275K	–	1598
2024 Q1	$275K	Buy	+6,538	New	+$247K	﹤0.01%	1246
2023 Q1	–	Sell	-44,249	Closed	-$2.19M	–	1776
2022 Q4	$2.19M	Buy	+44,249	New	+$2.11M	0.02%	624
2018 Q4	–	Sell	-43,750	Closed	-$3.01M	–	52
2018 Q3	$3.01M	Buy	+43,750	New	+$2.79M	0.25%	49

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's HP Position: Q3 2025 in Review

Jefferies Financial Group sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 11,490 shares — an estimated $174K sold.

Jefferies Financial Group first reported a position in HP in Q3 2018 and held it in 5 quarters. The position peaked at $3.01M in Q3 2018. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

Jefferies Financial Group reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
Jefferies Financial Group sold 11,490 Helmerich & Payne shares in Q3 2025, an estimated $174K.
Jefferies Financial Group first reported a position in Helmerich & Payne in Q3 2018 and held it in 5 quarters.
Jefferies Financial Group's Helmerich & Payne position peaked at $3.01M in Q3 2018.
337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.