Position in WHD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$98,617
+$9,609 QoQ
Shares Held
1,925
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#247
of 340 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,937,154 across 23 Oil & Gas Equipment & Services names. WHD ranks #9 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
9,266 | $377,218 | |
| 2 | TS |
Tenaris SA
|
4,892 | $271,457 | |
| 3 | SLB |
Slb Limited/Nv
|
4,174 | $194,049 | |
| 4 | BKR |
Baker Hughes Co
|
2,768 | $153,624 | |
| 5 | HAL |
Halliburton Co
|
3,956 | $134,306 | |
| 6 | WBI |
WaterBridge Infrastructure LLC
|
3,791 | $129,917 | |
| 7 | KGS |
Kodiak Gas Services, Inc.
|
1,583 | $118,930 | |
| 8 | LB |
LandBridge Co LLC
|
1,275 | $101,031 |
All Filings in WHD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,617 | 1,925 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $89,008 | 1,879 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $84,325 | 1,846 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $47,890 | 1,837 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||