Position in BKR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,473
-$2,159 QoQ
Shares Held
477
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#961
of 1,137 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $51,590 across 14 Oil & Gas Equipment & Services names. BKR ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
This page
|
477 | $26,473 | |
| 2 | FTI |
TechnipFMC plc
|
148 | $9,812 | |
| 3 | HAL |
Halliburton Co
|
185 | $6,280 | |
| 4 | SLB |
Slb Limited/Nv
|
124 | $5,764 | |
| 5 | OII |
Oceaneering International Inc
|
23 | $931 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
85 | $742 | |
| 7 | INVX |
Innovex International, Inc.
|
21 | $520 | |
| 8 | OIS |
Oil States International, Inc
|
46 | $368 |
All Filings in BKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,473 | 477 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,632 | 469 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $20,948 | 460 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $22,411 | 460 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $17,099 | 446 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $15,558 | 354 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $27,196 | 663 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $23,967 | 663 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $23,317 | 663 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $22,210 | 663 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $14,423 | 422 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $14,905 | 422 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $13,339 | 422 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $11,803 | 409 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $12,048 | 408 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $8,195 | 391 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $11,288 | 391 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $14,236 | 391 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $9,407 | 391 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $12,389 | 501 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $8,919 | 390 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $7,779 | 360 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $7,631 | 366 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $4,093 | 308 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $4,278 | 278 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,793 | 266 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||