Position in WHD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,731
+$9,252 QoQ
Shares Held
678
+26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 340 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,966,008 across 33 Oil & Gas Equipment & Services names. WHD ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
51,400 | $1,745,023 | |
| 2 | FTI |
TechnipFMC plc
|
18,868 | $1,250,946 | |
| 3 | BKR |
Baker Hughes Co
|
8,751 | $485,679 | |
| 4 | SLB |
Slb Limited/Nv
|
7,566 | $351,738 | |
| 5 | LBRT |
Liberty Energy Inc.
|
8,871 | $232,329 | |
| 6 | TS |
Tenaris SA
|
3,043 | $168,852 | |
| 7 | NOV |
NOV Inc.
|
7,426 | $137,750 | |
| 8 | WFRD |
Weatherford International plc
|
790 | $64,383 |
All Filings in WHD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,731 | 678 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,479 | 538 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $21,649 | 474 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,338 | 642 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,743 | 383 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,924 | 42 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,217 | 38 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,432 | 24 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,265 | 24 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,202 | 24 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $8,580 | 189 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,205 | 24 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,015 | 24 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $412 | 10 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,467 | 69 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,651 | 69 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $26,859 | 667 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,915 | 69 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,630 | 69 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||