Position in OIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,171,990
-$664,906 QoQ
Shares Held
146,316
-7.3% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 201 holders
Holding Since
Mar 2023
11 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 Jun 30, 2026Creative Planning holds $126,198,889 across 33 Oil & Gas Equipment & Services names. OIS ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
439,624 | $20,438,119 | |
| 2 | HAL |
Halliburton Co
|
566,824 | $19,243,674 | |
| 3 | FTI |
TechnipFMC plc
|
200,923 | $13,321,194 | |
| 4 | BKR |
Baker Hughes Co
|
147,635 | $8,193,742 | |
| 5 | NOV |
NOV Inc.
|
376,155 | $6,977,674 | |
| 6 | LBRT |
Liberty Energy Inc.
|
209,765 | $5,493,744 | |
| 7 | RES |
Rpc Inc
|
892,461 | $5,203,046 | |
| 8 | TS |
Tenaris SA
|
88,942 | $4,935,390 |
All Filings in OIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,990 | 146,316 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||