Position in NOV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,796
-$595,059 QoQ
Shares Held
1,175
-96.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 487 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOV Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $799,040 across 13 Oil & Gas Equipment & Services names. NOV ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
7,479 | $304,470 | |
| 2 | SLB |
Slb Limited/Nv
|
6,387 | $296,931 | |
| 3 | HAL |
Halliburton Co
|
1,718 | $58,326 | |
| 4 | WBI |
WaterBridge Infrastructure LLC
|
1,333 | $45,681 | |
| 5 | WFRD |
Weatherford International plc
|
311 | $25,346 | |
| 6 | NOV |
NOV Inc.
This page
|
1,175 | $21,796 | |
| 7 | TDW |
Tidewater Inc
|
236 | $15,724 | |
| 8 | USAC |
USA Compression Partners, LP
|
519 | $13,696 |
All Filings in NOV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,796 | 1,175 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $616,855 | 32,794 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $512,570 | 32,794 | Shares | Sole | 2026-01-27 | |
| 2024-09-30 | $219,986 | 13,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $261,862 | 13,775 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $268,888 | 13,775 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||