EXENCIAL WEALTH ADVISORS, LLC
Position in INVX — Innovex International, Inc.
CIK 1576151
OKLAHOMA CITY, OK
Position in INVX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$622,701
-$7,832 QoQ
Shares Held
25,531
-11.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,614,046 across 4 Oil & Gas Equipment & Services names. INVX ranks #1 (38.6% of the industry book) .
All Filings in INVX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $622,701 | 25,531 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $630,533 | 28,831 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $608,130 | 32,801 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||