Position in WHD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$315,525
+$21,405 QoQ
Shares Held
6,159
-0.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#204
of 340 holders
Holding Since
Sep 2025
4 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, 2026Outlook Wealth Advisors, LLC holds $1,060,108 across 2 Oil & Gas Equipment & Services names. WHD ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
16,016 | $744,583 | |
| 2 | WHD |
Cactus, Inc.
This page
|
6,159 | $315,525 |
All Filings in WHD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,525 | 6,159 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $294,120 | 6,209 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $282,348 | 6,181 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $240,253 | 6,087 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||