Position in OIS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,836,896
+$1,123,691 QoQ
Shares Held
157,809
+49.8% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OIS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Creative Planning holds $111,613,873 across 30 Oil & Gas Equipment & Services names. OIS ranks #14 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
394,630 | $20,280,034 | |
| 2 | HAL |
Halliburton Co
|
472,363 | $18,417,433 | |
| 3 | FTI |
TechnipFMC plc
|
202,478 | $13,997,304 | |
| 4 | BKR |
Baker Hughes Co
|
123,999 | $7,570,138 | |
| 5 | NOV |
NOV Inc.
|
340,621 | $6,407,081 | |
| 6 | LBRT |
Liberty Energy Inc.
|
205,544 | $5,919,667 | |
| 7 | RES |
Rpc Inc
|
790,605 | $5,597,483 | |
| 8 | TS |
Tenaris SA
|
72,820 | $4,236,667 |
All Filings in OIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,836,896 | 157,809 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $713,205 | 105,348 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $499,277 | 82,389 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,349 | 17,789 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $339,972 | 66,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $117,234 | 23,169 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $133,367 | 28,993 | Shares | Defined | 2024-10-11 | |
| 2024-03-31 | $118,683 | 19,267 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $99,500 | 14,654 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,299 | 156 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||