Confluence Wealth Services, Inc.
Position in USAC — USA Compression Partners, LP
CIK 1910411
MCMURRAY, PA
Position in USAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$537,010
+$325,258 QoQ
Shares Held
20,349
+160.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#7
of 25 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USAC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $738,333 across 2 Oil & Gas Equipment & Services names. USAC ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAC |
USA Compression Partners, LP
This page
|
20,349 | $537,010 | |
| 2 | HAL |
Halliburton Co
|
5,930 | $201,323 |
All Filings in USAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,010 | 20,349 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $211,752 | 7,808 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $201,264 | 8,386 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $316,564 | 13,022 | Shares | Sole | 2025-07-22 | |
| 2022-06-30 | $1,809,471 | 108,222 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,891,630 | 107,418 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,876,922 | 107,560 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||