PWMG
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Private Wealth Management Group’s Helmerich & Payne HP Stock Holding History

Private Wealth Management 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 		$13.7K Sell
379
-17
-4% -$580 ﹤0.01% 436
2025
Q4 		$11.4K Hold
396
– – ﹤0.01% 475
2025
Q3 		$8.75K Hold
396
– – ﹤0.01% 562
2025
Q2 		$6K Buy
396
+240
+154% +$4.4K ﹤0.01% 674
2025
Q1 		$4.08K Buy
156
+122
+359% +$3.55K ﹤0.01% 798
2024
Q4 		$1.09K Buy
+34
New +$1.15K ﹤0.01% 1277
2024
Q2 		– Sell
-206
Closed -$8.66K – 1555
2024
Q1 		$8.66K Sell
206
-30
-13% -$1.14K ﹤0.01% 452
2023
Q4 		$8.55K Buy
+236
New +$9.13K ﹤0.01% 442

Other funds holding HP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
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 $653B AUM 32.41% 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