CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
Position in KGS — Kodiak Gas Services, Inc.
CIK 1329375
DALLAS, TX
Position in KGS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,539,000
New position
Shares Held
300,000
first reported quarter
Ownership
0.297%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#63
of 397 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT holds $107,785,780 across 5 Oil & Gas Equipment & Services names. KGS ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEI |
Solaris Energy Infrastructure, Inc.
|
418,000 | $33,632,280 | |
| 2 | KGS |
Kodiak Gas Services, Inc.
This page
|
300,000 | $22,539,000 | |
| 3 | WBI |
WaterBridge Infrastructure LLC
|
620,000 | $21,247,400 | |
| 4 | WTTR |
Select Water Solutions, Inc.
|
1,020,000 | $20,379,600 | |
| 5 | EROK |
EagleRock Land, LLC
|
470,000 | $9,987,500 |
All Filings in KGS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,539,000 | 300,000 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||