Position in WFRD
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,886,653
-$1,079,553 QoQ
Shares Held
47,689
-9.2% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#113
of 425 holders
Holding Since
Mar 2026
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 Jun 30, 2026CX Institutional holds $12,250,922 across 7 Oil & Gas Equipment & Services names. WFRD ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
67,604 | $4,482,145 | |
| 2 | WFRD |
Weatherford International plc
This page
|
47,689 | $3,886,653 | |
| 3 | TDW |
Tidewater Inc
|
30,032 | $2,001,032 | |
| 4 | SLB |
Slb Limited/Nv
|
13,892 | $645,839 | |
| 5 | HAL |
Halliburton Co
|
18,587 | $631,028 | |
| 6 | BKR |
Baker Hughes Co
|
10,168 | $564,324 | |
| 7 | NOV |
NOV Inc.
|
2,151 | $39,901 |
All Filings in WFRD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,886,653 | 47,689 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $4,966,206 | 52,508 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||