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Westside Investment Management’s Helmerich & Payne HP Stock Holding History

Westside Investment Management’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
-340
Closed -$5.41K – 1402
2025
Q2 		$5.41K Buy
+340
New +$6.23K ﹤0.01% 1145

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Dimensional Fund Advisors
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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

Westside Investment Management's HP Position: Q3 2025 in Review

Westside Investment Management sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 340 shares — an estimated $5.41K sold.

Westside Investment Management first reported a position in HP in Q2 2025 and held it in 1 quarter. The position peaked at $5.41K in Q2 2025. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • Westside Investment Management reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
  • Westside Investment Management sold 340 Helmerich & Payne shares in Q3 2025, an estimated $5.41K.
  • Westside Investment Management first reported a position in Helmerich & Payne in Q2 2025 and held it in 1 quarter.
  • Westside Investment Management's Helmerich & Payne position peaked at $5.41K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.