Position in FLOC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,226
+$3,539 QoQ
Shares Held
245
+198.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 149 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLOC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,966,008 across 33 Oil & Gas Equipment & Services names. FLOC ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
51,400 | $1,745,023 | |
| 2 | FTI |
TechnipFMC plc
|
18,868 | $1,250,946 | |
| 3 | BKR |
Baker Hughes Co
|
8,751 | $485,679 | |
| 4 | SLB |
Slb Limited/Nv
|
7,566 | $351,738 | |
| 5 | LBRT |
Liberty Energy Inc.
|
8,871 | $232,329 | |
| 6 | TS |
Tenaris SA
|
3,043 | $168,852 | |
| 7 | NOV |
NOV Inc.
|
7,426 | $137,750 | |
| 8 | WFRD |
Weatherford International plc
|
790 | $64,383 |
All Filings in FLOC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,226 | 245 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,687 | 82 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,480 | 79 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,361 | 159 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,244 | 126 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||