Position in AESI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$166
+$35 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
of 283 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $3,055,336 across 30 Oil & Gas Equipment & Services names. AESI ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
26,108 | $1,213,760 | |
| 2 | FTI |
TechnipFMC plc
|
13,071 | $866,607 | |
| 3 | HAL |
Halliburton Co
|
9,727 | $330,231 | |
| 4 | OII |
Oceaneering International Inc
|
5,491 | $222,495 | |
| 5 | BKR |
Baker Hughes Co
|
2,071 | $114,940 | |
| 6 | FET |
Forum Energy Technologies, Inc.
|
1,289 | $64,746 | |
| 7 | WHD |
Cactus, Inc.
|
664 | $34,016 | |
| 8 | NOV |
NOV Inc.
|
1,699 | $31,516 |
All Filings in AESI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166 | 10 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $131 | 10 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $357 | 38 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $147 | 11 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $54 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $88 | 4 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||