Physician Wealth Advisors, Inc.
Position in SEI — Solaris Energy Infrastructure, Inc.
CIK 1795173
MIDVALE, UT
Position in SEI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,425
+$1,600 QoQ
Shares Held
55
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 129 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $200,478 across 18 Oil & Gas Equipment & Services names. SEI ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
2,393 | $111,250 | |
| 2 | HAL |
Halliburton Co
|
900 | $30,555 | |
| 3 | BKR |
Baker Hughes Co
|
254 | $14,097 | |
| 4 | NOV |
NOV Inc.
|
427 | $7,920 | |
| 5 | TS |
Tenaris SA
|
122 | $6,769 | |
| 6 | LBRT |
Liberty Energy Inc.
|
197 | $5,159 | |
| 7 | OIS |
Oil States International, Inc
|
610 | $4,886 | |
| 8 | SEI |
Solaris Energy Infrastructure, Inc.
This page
|
55 | $4,425 |
All Filings in SEI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,425 | 55 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,825 | 50 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,298 | 50 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,998 | 50 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $2,241 | 103 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||