Position in WFRD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$45,884
-$7,364 QoQ
Shares Held
563
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#314
of 425 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $120,443 across 3 Oil & Gas Equipment & Services names. WFRD ranks #2 (38.1% of the industry book) .
All Filings in WFRD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,884 | 563 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $53,248 | 563 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $44,060 | 563 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $259,281 | 3,789 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $196,158 | 3,899 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $208,790 | 3,899 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $279,285 | 3,899 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $154,384 | 1,818 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $222,614 | 1,818 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||