Position in WHD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,327
+$2,627 QoQ
Shares Held
104
+82.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 340 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $23,658,783 across 25 Oil & Gas Equipment & Services names. WHD ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGS |
Kodiak Gas Services, Inc.
|
90,448 | $6,795,358 | |
| 2 | FTI |
TechnipFMC plc
|
45,199 | $2,996,693 | |
| 3 | HAL |
Halliburton Co
|
84,867 | $2,881,234 | |
| 4 | LB |
LandBridge Co LLC
|
32,008 | $2,536,313 | |
| 5 | WBI |
WaterBridge Infrastructure LLC
|
70,502 | $2,416,103 | |
| 6 | SLB |
Slb Limited/Nv
|
43,875 | $2,039,748 | |
| 7 | NGS |
Natural Gas Services Group Inc
|
44,841 | $1,934,440 | |
| 8 | BKR |
Baker Hughes Co
|
16,919 | $939,004 |
All Filings in WHD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,327 | 104 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,700 | 57 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,558 | 56 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,210 | 56 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $961 | 22 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,749 | 60 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,509 | 43 | Shares | Sole | 2025-02-06 | |
| 2020-12-31 | $59,961 | 2,300 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||