Position in BKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,090,047
+$725,819 QoQ
Shares Held
17,855
+123.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Clearstead Advisors, LLC holds $4,911,462 across 9 Oil & Gas Equipment & Services names. BKR ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FET |
Forum Energy Technologies, Inc.
|
20,000 | $1,173,200 | |
| 2 | BKR |
Baker Hughes Co
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|
17,855 | $1,090,047 | |
| 3 | FTI |
TechnipFMC plc
|
12,681 | $876,637 | |
| 4 | HAL |
Halliburton Co
|
18,067 | $704,432 | |
| 5 | SLB |
Slb Limited/Nv
|
13,178 | $677,217 | |
| 6 | AROC |
Archrock, Inc.
|
6,453 | $224,564 | |
| 7 | NOV |
NOV Inc.
|
7,553 | $142,071 | |
| 8 | KGS |
Kodiak Gas Services, Inc.
|
367 | $21,403 |
All Filings in BKR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,090,047 | 17,855 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $364,228 | 7,998 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $305,571 | 6,272 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $80,437 | 2,098 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $73,572 | 1,674 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,453 | 1,425 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $73,023 | 2,020 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $50,082 | 1,424 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,670 | 1,423 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $47,134 | 1,379 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $53,792 | 1,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,834 | 1,102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,115 | 697 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $16,005 | 542 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,147 | 675 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,442 | 431 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $728 | 20 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $481 | 20 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,709 | 150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $457 | 20 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $432 | 20 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $417 | 20 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $265 | 20 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $307 | 20 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $210 | 20 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||