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Ridgewood Investments’s Helmerich & Payne HP Stock Holding History

Ridgewood Investments’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 		$287K Sell
12,984
-93
-0.7% -$1.72K 0.12% 186
2025
Q2 		$198K Sell
13,077
-308
-2% -$5.65K 0.09% 195
2025
Q1 		$350K Buy
13,385
+569
+4% +$16.5K 0.16% 142
2024
Q4 		$410K Buy
12,816
+3,276
+34% +$111K 0.2% 127
2024
Q3 		$290K Sell
9,540
-2,812
-23% -$97.1K 0.14% 140
2024
Q2 		$446K Sell
12,352
-500
-4% -$19.2K 0.22% 118
2024
Q1 		$541K Buy
12,852
+308
+2% +$11.7K 0.29% 111
2023
Q4 		$454K Buy
12,544
+449
+4% +$17.4K 0.27% 113
2023
Q3 		$510K Sell
12,095
-150
-1% -$6.26K 0.33% 98
2023
Q2 		$434K Buy
12,245
+8,613
+237% +$294K 0.25% 113
2023
Q1 		$130K Sell
3,632
-2,500
-41% -$108K 0.08% 226
2022
Q4 		$304K Sell
6,132
-1
-0% -$48 0.22% 144
2022
Q3 		$227K Hold
6,133
– – 0.19% 152
2022
Q2 		$264K Hold
6,133
– – 0.21% 142
2022
Q1 		$262K Buy
+6,133
New +$211K 0.17% 154
2020
Q2 		– Sell
-11,955
Closed -$187K – 176
2020
Q1 		$187K Sell
11,955
-76
-0.6% -$2.68K 0.19% 140
2019
Q4 		$547K Buy
12,031
+870
+8% +$34.9K 0.39% 79
2019
Q3 		$447K Buy
11,161
+658
+6% +$29K 0.35% 91
2019
Q2 		$532K Buy
10,503
+905
+9% +$49.8K 0.42% 70
2019
Q1 		$533K Buy
9,598
+686
+8% +$37.4K 0.44% 61
2018
Q4 		$613K Hold
8,912
– – 0.49% 58
2018
Q3 		$613K Buy
8,912
+209
+2% +$13.3K 0.49% 58
2018
Q2 		$555K Buy
8,703
+79
+0.9% +$5.38K 0.49% 56
2018
Q1 		$574K Buy
8,624
+323
+4% +$21.8K 0.53% 54
2017
Q4 		$537K Sell
8,301
-10
-0.1% -$561 0.48% 59
2017
Q3 		$433K Sell
8,311
-1,243
-13% -$61.5K 0.41% 72
2017
Q2 		$519K Buy
9,554
+3,934
+70% +$231K 0.52% 49
2017
Q1 		$374K Buy
5,620
+1,780
+46% +$127K 0.4% 66
2016
Q4 		$297K Buy
+3,840
New +$273K 0.35% 76

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ridgewood Investments's HP Position: Q3 2025 in Review

Ridgewood Investments reduced its Helmerich & Payne (HP) stake by 0.71% in Q3 2025, selling an estimated $1.72K and leaving 12,984 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #186.

Ridgewood Investments first reported a position in HP in Q4 2016 and has held it in 29 quarters since. The position peaked at $613K in Q4 2018. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • Ridgewood Investments held 12,984 shares of Helmerich & Payne worth $287K as of Q3 2025.
  • Ridgewood Investments sold 93 Helmerich & Payne shares in Q3 2025, an estimated $1.72K.
  • Helmerich & Payne made up 0.12% of Ridgewood Investments's portfolio in Q3 2025, its #186 holding.
  • Ridgewood Investments first reported a position in Helmerich & Payne in Q4 2016 and has held it in 29 quarters since.
  • Ridgewood Investments's Helmerich & Payne position peaked at $613K in Q4 2018.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.