Position in WFRD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$527,631
+$33,356 QoQ
Shares Held
6,474
+23.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 424 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 24%
Shared 6%
None 70%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $70,549,590 across 24 Oil & Gas Equipment & Services names. WFRD ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
806,159 | $37,478,331 | |
| 2 | HAL |
Halliburton Co
|
242,112 | $8,219,702 | |
| 3 | USAC |
USA Compression Partners, LP
|
227,017 | $5,990,978 | |
| 4 | BKR |
Baker Hughes Co
|
104,607 | $5,805,688 | |
| 5 | AROC |
Archrock, Inc.
|
47,665 | $1,940,442 | |
| 6 | FTI |
TechnipFMC plc
|
23,739 | $1,573,895 | |
| 7 | VTOL |
Bristow Group Inc.
|
34,638 | $1,431,242 | |
| 8 | KGS |
Kodiak Gas Services, Inc.
|
15,735 | $1,182,170 |
All Filings in WFRD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,631 | 6,474 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $494,275 | 5,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $384,569 | 4,914 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $326,273 | 4,768 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $230,771 | 4,587 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $284,189 | 5,307 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||