Position in BKR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,601
-$1,937 QoQ
Shares Held
173
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,013
of 1,135 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $153,532 across 16 Oil & Gas Equipment & Services names. BKR ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
919 | $37,412 | |
| 2 | KGS |
Kodiak Gas Services, Inc.
|
346 | $25,994 | |
| 3 | FTI |
TechnipFMC plc
|
332 | $22,011 | |
| 4 | WTTR |
Select Water Solutions, Inc.
|
502 | $10,029 | |
| 5 | BKR |
Baker Hughes Co
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|
173 | $9,601 | |
| 6 | NOV |
NOV Inc.
|
480 | $8,904 | |
| 7 | HAL |
Halliburton Co
|
236 | $8,012 | |
| 8 | TS |
Tenaris SA
|
99 | $5,493 |
All Filings in BKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,601 | 173 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,538 | 189 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,109 | 222 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,792 | 201 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,322 | 191 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,009 | 296 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,100 | 295 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,145 | 170 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,631 | 217 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,641 | 49 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $205 | 6 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||