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Philip James Wealth Mangement’s Helmerich & Payne HP Stock Holding History

Philip James Wealth Mangement’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
-6,486
Closed -$208K – 177
2024
Q4 		$208K Sell
6,486
-1,767
-21% -$60K 0.03% 164
2024
Q3 		$251K Buy
+8,253
New +$285K 0.03% 141

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

Philip James Wealth Mangement's HP Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Helmerich & Payne (HP) in Q1 2025, closing a stake of 6,486 shares — an estimated $208K sold.

Philip James Wealth Mangement first reported a position in HP in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 351 funds tracked by Wall St. Rank hold HP as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining Helmerich & Payne position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 6,486 Helmerich & Payne shares in Q1 2025, an estimated $208K.
  • Philip James Wealth Mangement first reported a position in Helmerich & Payne in Q3 2024 and held it in 2 quarters.
  • Philip James Wealth Mangement's Helmerich & Payne position peaked at $251K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.