Position in WHD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$360,761
+$152,004 QoQ
Shares Held
7,042
+54.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 340 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026LPL Financial LLC holds $216,261,398 across 34 Oil & Gas Equipment & Services names. WHD ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
1,288,030 | $59,880,514 | |
| 2 | FTI |
TechnipFMC plc
|
707,323 | $46,895,514 | |
| 3 | BKR |
Baker Hughes Co
|
530,719 | $29,454,904 | |
| 4 | HAL |
Halliburton Co
|
736,926 | $25,018,637 | |
| 5 | SEI |
Solaris Energy Infrastructure, Inc.
|
230,390 | $18,537,179 | |
| 6 | AROC |
Archrock, Inc.
|
114,611 | $4,665,813 | |
| 7 | USAC |
USA Compression Partners, LP
|
145,258 | $3,833,358 | |
| 8 | LBRT |
Liberty Energy Inc.
|
143,571 | $3,760,124 |
All Filings in WHD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,761 | 7,042 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $208,757 | 4,570 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $351,006 | 8,893 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $790,763 | 18,087 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $626,587 | 13,672 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $740,530 | 12,689 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $604,815 | 10,136 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $563,368 | 10,682 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $614,504 | 12,268 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $466,121 | 10,267 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $475,438 | 9,469 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||