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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
2026
Q1 		– Sell
-35,100
Closed -$1.01M – 1947
2025
Q4 		$1.01M Buy
+35,100
New +$932K 0.01% 1080
2024
Q2 		– Sell
-62,200
Closed -$2.62M – 1597
2024
Q1 		$2.62M Buy
+62,200
New +$2.35M 0.02% 502

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
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.