WT
HP icon

Whittier Trust’s Helmerich & Payne HP Stock Holding History

Whittier Trust’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
Q2 		– Sell
-627
Closed -$16.4K – 1533
2025
Q1 		$16.4K Hold
627
– – ﹤0.01% 1142
2024
Q4 		$20.1K Hold
627
– – ﹤0.01% 1109
2024
Q3 		$19.1K Hold
627
– – ﹤0.01% 1119
2024
Q2 		$22.7K Sell
627
-595
-49% -$22.9K ﹤0.01% 1070
2024
Q1 		$51.4K Buy
1,222
+595
+95% +$22.5K ﹤0.01% 934
2023
Q4 		$22.7K Sell
627
-53
-8% -$2.05K ﹤0.01% 1083
2023
Q3 		$28.7K Buy
680
+53
+8% +$2.21K ﹤0.01% 1041
2023
Q2 		$22.2K Hold
627
– – ﹤0.01% 1102
2023
Q1 		$22.4K Hold
627
– – ﹤0.01% 1132
2022
Q4 		$31.1K Hold
627
– – ﹤0.01% 1057
2022
Q3 		$23K Hold
627
– – ﹤0.01% 1138
2022
Q2 		$27K Hold
627
– – ﹤0.01% 1090
2022
Q1 		$27K Hold
627
– – ﹤0.01% 1129
2021
Q4 		$15K Buy
627
+504
+410% +$14.4K ﹤0.01% 1245
2021
Q3 		$3K Hold
123
– – ﹤0.01% 1381
2021
Q2 		$4K Hold
123
– – ﹤0.01% 1386
2021
Q1 		$3K Hold
123
– – ﹤0.01% 1407
2020
Q4 		$3K Sell
123
-229
-65% -$4.44K ﹤0.01% 1290
2020
Q3 		$5K Buy
352
+309
+719% +$5.38K ﹤0.01% 1229
2020
Q2 		$1K Sell
43
-838
-95% -$16.3K ﹤0.01% 1332
2020
Q1 		$14K Buy
+881
New +$31K ﹤0.01% 1052
2019
Q1 		– Sell
-225
Closed -$11K – 1456
2018
Q4 		$11K Hold
225
– – ﹤0.01% 1078
2018
Q3 		$15K Hold
225
– – ﹤0.01% 993
2018
Q2 		$14K Buy
+225
New +$15.3K ﹤0.01% 982

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

Whittier Trust's HP Position: Q2 2025 in Review

Whittier Trust sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 627 shares — an estimated $16.4K sold.

Whittier Trust first reported a position in HP in Q2 2018 and held it in 24 quarters. The position peaked at $51.4K in Q1 2024. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

  • Whittier Trust reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
  • Whittier Trust sold 627 Helmerich & Payne shares in Q2 2025, an estimated $16.4K.
  • Whittier Trust first reported a position in Helmerich & Payne in Q2 2018 and held it in 24 quarters.
  • Whittier Trust's Helmerich & Payne position peaked at $51.4K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.