Position in BKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,262,292
-$171,344 QoQ
Shares Held
22,744
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#552
of 1,136 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Compound Planning, Inc. holds $5,871,222 across 8 Oil & Gas Equipment & Services names. BKR ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
This page
|
22,744 | $1,262,292 | |
| 2 | FTI |
TechnipFMC plc
|
12,443 | $824,970 | |
| 3 | SEI |
Solaris Energy Infrastructure, Inc.
|
9,451 | $760,427 | |
| 4 | SLB |
Slb Limited/Nv
|
15,832 | $736,029 | |
| 5 | KGS |
Kodiak Gas Services, Inc.
|
9,650 | $725,004 | |
| 6 | WTTR |
Select Water Solutions, Inc.
|
32,494 | $649,229 | |
| 7 | FTK |
Flotek Industries Inc/Cn/
|
24,831 | $584,025 | |
| 8 | HAL |
Halliburton Co
|
9,698 | $329,246 |
All Filings in BKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,292 | 22,744 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,433,636 | 23,483 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,017,591 | 22,345 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,090,451 | 22,382 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $788,155 | 20,557 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,169,201 | 26,603 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $909,864 | 22,181 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $724,229 | 20,034 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $544,290 | 15,476 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $412,686 | 12,319 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||