Position in BKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$485,679
-$230,794 QoQ
Shares Held
8,751
-25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#699
of 1,137 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,966,008 across 33 Oil & Gas Equipment & Services names. BKR ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
51,400 | $1,745,023 | |
| 2 | FTI |
TechnipFMC plc
|
18,868 | $1,250,946 | |
| 3 | BKR |
Baker Hughes Co
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|
8,751 | $485,679 | |
| 4 | SLB |
Slb Limited/Nv
|
7,566 | $351,738 | |
| 5 | LBRT |
Liberty Energy Inc.
|
8,871 | $232,329 | |
| 6 | TS |
Tenaris SA
|
3,043 | $168,852 | |
| 7 | NOV |
NOV Inc.
|
7,426 | $137,750 | |
| 8 | WFRD |
Weatherford International plc
|
790 | $64,383 |
All Filings in BKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,679 | 8,751 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $716,473 | 11,736 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $391,181 | 8,590 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $338,600 | 6,950 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $276,657 | 7,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $213,066 | 4,848 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $162,927 | 3,972 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $156,237 | 4,322 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $152,528 | 4,337 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $169,542 | 5,061 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $167,890 | 4,912 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $176,281 | 4,991 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $172,619 | 5,461 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $144,615 | 5,011 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $120,982 | 4,097 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $86,249 | 4,115 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $80,344 | 2,783 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $101,327 | 2,783 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $112,311 | 4,668 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||