Position in WHD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$429,614
+$158,279 QoQ
Shares Held
8,386
+46.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 340 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $57,734,887 across 22 Oil & Gas Equipment & Services names. WHD ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
311,697 | $20,665,511 | |
| 2 | HAL |
Halliburton Co
|
316,038 | $10,729,490 | |
| 3 | BKR |
Baker Hughes Co
|
150,194 | $8,335,767 | |
| 4 | SLB |
Slb Limited/Nv
|
154,361 | $7,176,242 | |
| 5 | NOV |
NOV Inc.
|
115,304 | $2,138,889 | |
| 6 | LBRT |
Liberty Energy Inc.
|
40,005 | $1,047,730 | |
| 7 | OII |
Oceaneering International Inc
|
25,557 | $1,035,569 | |
| 8 | AROC |
Archrock, Inc.
|
24,988 | $1,017,261 |
All Filings in WHD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,614 | 8,386 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $271,335 | 5,728 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $351,142 | 7,687 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $291,249 | 7,379 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $295,241 | 6,753 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $299,561 | 5,133 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $290,234 | 4,864 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $249,565 | 4,732 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $234,020 | 4,672 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $208,295 | 4,588 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $221,576 | 4,413 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||