Position in WHD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$22,311
New position
Shares Held
471
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $793,665 across 9 Oil & Gas Equipment & Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAC |
USA Compression Partners, LP
|
9,000 | $237,510 | |
| 2 | PUMP |
ProPetro Holding Corp.
|
16,523 | $236,939 | |
| 3 | WFRD |
Weatherford International plc
|
1,119 | $91,198 | |
| 4 | FTI |
TechnipFMC plc
|
1,359 | $90,101 | |
| 5 | FTK |
Flotek Industries Inc/Cn/
|
2,387 | $56,142 | |
| 6 | AESI |
Atlas Energy Solutions Inc.
|
1,888 | $31,359 | |
| 7 | TS |
Tenaris SA
|
500 | $27,745 | |
| 8 | SLB |
Slb Limited/Nv
|
346 | $16,085 |
All Filings in WHD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,311 | 471 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||