Position in FTI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$840,551
-$258,685 QoQ
Shares Held
12,678
-20.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#443
of 813 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $5,425,251 across 6 Oil & Gas Equipment & Services names. FTI ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
41,661 | $1,936,819 | |
| 2 | OII |
Oceaneering International Inc
|
21,106 | $855,215 | |
| 3 | FTI |
TechnipFMC plc
This page
|
12,678 | $840,551 | |
| 4 | HAL |
Halliburton Co
|
24,309 | $825,290 | |
| 5 | WHD |
Cactus, Inc.
|
9,471 | $485,199 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
55,169 | $482,177 |
All Filings in FTI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,551 | 12,678 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,099,236 | 15,901 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $716,925 | 16,089 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $237,084 | 6,884 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $229,498 | 7,242 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||