Position in OII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$855,215
+$100,875 QoQ
Shares Held
21,106
-0.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#170
of 376 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OII Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $5,425,251 across 6 Oil & Gas Equipment & Services names. OII ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
41,661 | $1,936,819 | |
| 2 | OII |
Oceaneering International Inc
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|
21,106 | $855,215 | |
| 3 | FTI |
TechnipFMC plc
|
12,678 | $840,551 | |
| 4 | HAL |
Halliburton Co
|
24,309 | $825,290 | |
| 5 | WHD |
Cactus, Inc.
|
9,471 | $485,199 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
55,169 | $482,177 |
All Filings in OII
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,215 | 21,106 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $754,340 | 21,267 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $630,186 | 26,225 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $529,478 | 25,554 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $560,975 | 25,721 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $596,945 | 22,889 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395,333 | 15,896 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||