Position in WFRD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,696,259
-$83,925 QoQ
Shares Held
20,813
+10.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 425 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026LPL Financial LLC holds $216,261,398 across 34 Oil & Gas Equipment & Services names. WFRD ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
1,288,030 | $59,880,514 | |
| 2 | FTI |
TechnipFMC plc
|
707,323 | $46,895,514 | |
| 3 | BKR |
Baker Hughes Co
|
530,719 | $29,454,904 | |
| 4 | HAL |
Halliburton Co
|
736,926 | $25,018,637 | |
| 5 | SEI |
Solaris Energy Infrastructure, Inc.
|
230,390 | $18,537,179 | |
| 6 | AROC |
Archrock, Inc.
|
114,611 | $4,665,813 | |
| 7 | USAC |
USA Compression Partners, LP
|
145,258 | $3,833,358 | |
| 8 | LBRT |
Liberty Energy Inc.
|
143,571 | $3,760,124 |
All Filings in WFRD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,696,259 | 20,813 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,780,184 | 18,822 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,078,116 | 26,554 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,550,486 | 22,658 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,103,097 | 21,926 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $892,303 | 16,663 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,601,288 | 22,355 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,926,325 | 22,684 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,524,772 | 36,952 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,800,549 | 32,928 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,541,525 | 25,979 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,788,624 | 19,801 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $488,547 | 15,130 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $320,302 | 15,130 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $437,587 | 15,786 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $310,176 | 15,769 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $277,877 | 15,268 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||