Position in KGS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$725,004
+$128,508 QoQ
Shares Held
9,650
-5.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#243
of 406 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KGS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Compound Planning, Inc. holds $5,871,222 across 8 Oil & Gas Equipment & Services names. KGS ranks #5 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
22,744 | $1,262,292 | |
| 2 | FTI |
TechnipFMC plc
|
12,443 | $824,970 | |
| 3 | SEI |
Solaris Energy Infrastructure, Inc.
|
9,451 | $760,427 | |
| 4 | SLB |
Slb Limited/Nv
|
15,832 | $736,029 | |
| 5 | KGS |
Kodiak Gas Services, Inc.
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|
9,650 | $725,004 | |
| 6 | WTTR |
Select Water Solutions, Inc.
|
32,494 | $649,229 | |
| 7 | FTK |
Flotek Industries Inc/Cn/
|
24,831 | $584,025 | |
| 8 | HAL |
Halliburton Co
|
9,698 | $329,246 |
All Filings in KGS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,004 | 9,650 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $596,496 | 10,228 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||