SummitTX Capital’s Helmerich & Payne HP Stock Holding History

SummitTX Capital’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	-12,624	Closed	-$191K	–	851
2025 Q2	$191K	Buy	+12,624	New	+$231K	0.01%	703

Other funds holding HP

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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SummitTX Capital's HP Position: Q3 2025 in Review

SummitTX Capital sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 12,624 shares — an estimated $191K sold.

SummitTX Capital first reported a position in HP in Q2 2025 and held it in 1 quarter. The position peaked at $191K in Q2 2025. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

SummitTX Capital reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 12,624 Helmerich & Payne shares in Q3 2025, an estimated $191K.
SummitTX Capital first reported a position in Helmerich & Payne in Q2 2025 and held it in 1 quarter.
SummitTX Capital's Helmerich & Payne position peaked at $191K in Q2 2025.
337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.