Position in BKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$111
-$11,488 QoQ
Shares Held
2
-98.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,135
of 1,136 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $92,032 across 9 Oil & Gas Equipment & Services names. BKR ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
687 | $31,938 | |
| 2 | OII |
Oceaneering International Inc
|
660 | $26,743 | |
| 3 | LB |
LandBridge Co LLC
|
271 | $21,474 | |
| 4 | HAL |
Halliburton Co
|
253 | $8,589 | |
| 5 | AESI |
Atlas Energy Solutions Inc.
|
111 | $1,843 | |
| 6 | LBRT |
Liberty Energy Inc.
|
41 | $1,073 | |
| 7 | FTI |
TechnipFMC plc
|
2 | $132 | |
| 8 | NOV |
NOV Inc.
|
7 | $129 |
All Filings in BKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111 | 2 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,599 | 190 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,652 | 190 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $9,256 | 190 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $7,284 | 190 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $8,350 | 190 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $7,793 | 190 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||