Position in WFRD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,628,815
-$35,086 QoQ
Shares Held
314,464
+15.9% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 424 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026JPMORGAN CHASE & CO holds $5,371,372,743 across 45 Oil & Gas Equipment & Services names. WFRD ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
69,935,638 | $3,881,427,905 | |
| 2 | FTI |
TechnipFMC plc
|
7,589,355 | $503,174,232 | |
| 3 | SLB |
Slb Limited/Nv
|
7,397,890 | $343,927,898 | |
| 4 | HAL |
Halliburton Co
|
3,815,669 | $129,541,954 | |
| 5 | WHD |
Cactus, Inc.
|
1,767,266 | $90,537,035 | |
| 6 | USAC |
USA Compression Partners, LP
|
2,608,820 | $68,846,759 | |
| 7 | LBRT |
Liberty Energy Inc.
|
2,303,700 | $60,333,900 | |
| 8 | FLOC |
Flowco Holdings Inc.
|
1,866,570 | $39,832,602 |
All Filings in WFRD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,628,815 | 314,464 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $25,663,901 | 271,346 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $20,413,962 | 260,848 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $20,516,542 | 299,818 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $12,908,235 | 256,574 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $17,393,412 | 324,807 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $16,787,704 | 234,367 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $22,682,467 | 267,104 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $39,380,529 | 321,605 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $49,736,668 | 430,919 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $28,339,979 | 289,686 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $31,910,606 | 353,267 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $14,748,957 | 222,056 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,326,661 | 173,996 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $8,165,888 | 160,381 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,033,527 | 62,977 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,447,617 | 162,854 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,647,645 | 139,569 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,267,911 | 45,740 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $781,508 | 39,731 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $236 | 13 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||