Position in AROC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$304,470
-$31,489 QoQ
Shares Held
7,479
-22.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#285
of 448 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AROC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $799,040 across 13 Oil & Gas Equipment & Services names. AROC ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
This page
|
7,479 | $304,470 | |
| 2 | SLB |
Slb Limited/Nv
|
6,387 | $296,931 | |
| 3 | HAL |
Halliburton Co
|
1,718 | $58,326 | |
| 4 | WBI |
WaterBridge Infrastructure LLC
|
1,333 | $45,681 | |
| 5 | WFRD |
Weatherford International plc
|
311 | $25,346 | |
| 6 | NOV |
NOV Inc.
|
1,175 | $21,796 | |
| 7 | TDW |
Tidewater Inc
|
236 | $15,724 | |
| 8 | USAC |
USA Compression Partners, LP
|
519 | $13,696 |
All Filings in AROC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,470 | 7,479 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $335,959 | 9,654 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $289,056 | 11,109 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $330,611 | 12,566 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||