Position in WFRD
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$378
-$91 QoQ
Shares Held
4
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $2,906,570 across 10 Oil & Gas Equipment & Services names. WFRD ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
19,564 | $1,194,382 | |
| 2 | HAL |
Halliburton Co
|
20,508 | $799,606 | |
| 3 | SLB |
Slb Limited/Nv
|
9,953 | $511,484 | |
| 4 | FTI |
TechnipFMC plc
|
3,043 | $210,362 | |
| 5 | INVX |
Innovex International, Inc.
|
2,163 | $52,755 | |
| 6 | OIS |
Oil States International, Inc
|
4,338 | $50,494 | |
| 7 | NESR |
National Energy Services Reunited Corp.
|
2,253 | $48,371 | |
| 8 | OII |
Oceaneering International Inc
|
574 | $20,359 |
All Filings in WFRD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378 | 4 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $469 | 6 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||