SageView Advisory Group, LLC
Position in INVX — Innovex International, Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in INVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$248,000
-$20,290 QoQ
Shares Held
10,000
-9.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#147
of 221 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026SageView Advisory Group, LLC holds $560,784 across 2 Oil & Gas Equipment & Services names. INVX ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
6,728 | $312,784 | |
| 2 | INVX |
Innovex International, Inc.
This page
|
10,000 | $248,000 |
All Filings in INVX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,000 | 10,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $268,290 | 11,000 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $251,636 | 11,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $315,180 | 17,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $266,242 | 17,045 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $305,320 | 17,000 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $244,475 | 17,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,900 | 17,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DRQ | — | 16,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 DRQ | — | 15,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DRQ | — | 15,000 | Shares | Sole | 2024-03-06 | |
| No filing history on record for this holder in this stock. | ||||||