Position in KGS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$21,403
+$16,317 QoQ
Shares Held
367
+169.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Clearstead Advisors, LLC holds $4,911,462 across 9 Oil & Gas Equipment & Services names. KGS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FET |
Forum Energy Technologies, Inc.
|
20,000 | $1,173,200 | |
| 2 | BKR |
Baker Hughes Co
|
17,855 | $1,090,047 | |
| 3 | FTI |
TechnipFMC plc
|
12,681 | $876,637 | |
| 4 | HAL |
Halliburton Co
|
18,067 | $704,432 | |
| 5 | SLB |
Slb Limited/Nv
|
13,178 | $677,217 | |
| 6 | AROC |
Archrock, Inc.
|
6,453 | $224,564 | |
| 7 | NOV |
NOV Inc.
|
7,553 | $142,071 | |
| 8 | KGS |
Kodiak Gas Services, Inc.
This page
|
367 | $21,403 |
All Filings in KGS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,403 | 367 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,086 | 136 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $221 | 6 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||