Position in BKR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,570,138
+$2,786,253 QoQ
Shares Held
123,999
+18.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0.7080702263727933.ToString("F0")%
Shared 0.ToString("F0")%
None 99.2919297736272.ToString("F0")%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Creative Planning holds $112,454,305 across 31 Oil & Gas Equipment & Services names. BKR ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
394,630 | $20,280,034 | |
| 2 | HAL |
Halliburton Co
|
472,363 | $18,417,433 | |
| 3 | FTI |
TechnipFMC plc
|
202,478 | $13,997,304 | |
| 4 | BKR |
Baker Hughes Co
This page
|
123,999 | $7,570,138 | |
| 5 | NOV |
NOV Inc.
|
340,621 | $6,407,081 | |
| 6 | LBRT |
Liberty Energy Inc.
|
205,544 | $5,919,667 | |
| 7 | RES |
Rpc Inc
|
790,605 | $5,597,483 | |
| 8 | TS |
Tenaris SA
|
72,820 | $4,236,667 |
All Filings in BKR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,570,138 | 123,999 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,783,885 | 105,048 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,894,751 | 100,467 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,464,517 | 90,363 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,247,678 | 96,648 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,390,753 | 82,661 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,515,027 | 69,572 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,179,690 | 61,976 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,520,699 | 45,394 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,676,186 | 49,040 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,447,059 | 40,970 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,249,479 | 39,528 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $711,600 | 24,657 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $623,909 | 21,128 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $415,259 | 19,812 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $465,442 | 16,122 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $445,185 | 12,227 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $272,214 | 11,314 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $295,548 | 11,951 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $200,086 | 9,259 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||