Private Wealth Management Group, LLC
Position in LBRT — Liberty Energy Inc.
CIK 2011342
PRINCETON, NJ
Position in LBRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,345
-$6,791 QoQ
Shares Held
395
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#337
of 402 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LBRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Private Wealth Management Group, LLC holds $84,495 across 15 Oil & Gas Equipment & Services names. LBRT ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
446 | $24,753 | |
| 2 | LBRT |
Liberty Energy Inc.
This page
|
395 | $10,345 | |
| 3 | SLB |
Slb Limited/Nv
|
219 | $10,181 | |
| 4 | WFRD |
Weatherford International plc
|
87 | $7,090 | |
| 5 | TDW |
Tidewater Inc
|
92 | $6,129 | |
| 6 | OII |
Oceaneering International Inc
|
136 | $5,510 | |
| 7 | FTI |
TechnipFMC plc
|
76 | $5,038 | |
| 8 | HAL |
Halliburton Co
|
99 | $3,361 |
All Filings in LBRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,345 | 395 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,136 | 595 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,291 | 395 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,269 | 346 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,016 | 437 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,171 | 74 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,719 | 187 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||