GoalVest Advisory LLC

Position in BKR — Baker Hughes Co

CIK 1839307 NEW YORK, NY

Position in BKR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,255,686

-$58,963 QoQ

Shares Held

40,643

+7.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#452

of 1,136 holders

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GoalVest Advisory LLC holds $2,377,762 across 6 Oil & Gas Equipment & Services names. BKR ranks #1 (94.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKR	Baker Hughes Co This page	40,643	$2,255,686
2	HAL	Halliburton Co	1,337	$45,391
3	SLB	Slb Limited/Nv	630	$29,288
4	NOV	NOV Inc.	1,431	$26,545
5	LBRT	Liberty Energy Inc.	620	$16,237
6	WTTR	Select Water Solutions, Inc.	231	$4,615

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,255,686	40,643	+7.2%	Shares	Sole	2026-07-09
2026-03-31	$2,314,649	37,914	+7.7%	Shares	Sole	2026-04-13
2025-12-31	$1,603,554	35,212	+704140.0%	Shares	Sole	2026-01-05
2025-03-31	$219	5	-64.3%	Shares	Sole	2025-04-07
2022-03-31	$509	14	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.