Position in WFRD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,586
-$197 QoQ
Shares Held
44
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 425 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $275,993 across 18 Oil & Gas Equipment & Services names. WFRD ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
3,866 | $131,250 | |
| 2 | FTI |
TechnipFMC plc
|
719 | $47,669 | |
| 3 | BKR |
Baker Hughes Co
|
595 | $33,022 | |
| 4 | SLB |
Slb Limited/Nv
|
567 | $26,359 | |
| 5 | LBRT |
Liberty Energy Inc.
|
192 | $5,028 | |
| 6 | NOV |
NOV Inc.
|
257 | $4,767 | |
| 7 | AROC |
Archrock, Inc.
|
115 | $4,681 | |
| 8 | KGS |
Kodiak Gas Services, Inc.
|
59 | $4,432 |
All Filings in WFRD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,586 | 44 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,783 | 40 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,739 | 35 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $684 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $503 | 10 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $803 | 15 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,289 | 18 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,953 | 23 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,693 | 22 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,539 | 22 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,152 | 22 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,987 | 22 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $996 | 15 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $830 | 14 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $560 | 11 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $290 | 9 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $63 | 3 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||