Position in WHD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$409
+$125 QoQ
Shares Held
8
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 340 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $20,269 across 13 Oil & Gas Equipment & Services names. WHD ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
85 | $3,951 | |
| 2 | FTI |
TechnipFMC plc
|
59 | $3,911 | |
| 3 | BKR |
Baker Hughes Co
|
64 | $3,552 | |
| 4 | HAL |
Halliburton Co
|
77 | $2,614 | |
| 5 | NOV |
NOV Inc.
|
58 | $1,075 | |
| 6 | KGS |
Kodiak Gas Services, Inc.
|
13 | $976 | |
| 7 | AROC |
Archrock, Inc.
|
22 | $895 | |
| 8 | WFRD |
Weatherford International plc
|
10 | $815 |
All Filings in WHD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409 | 8 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $284 | 6 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $91 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $78 | 2 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $131 | 3 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $45 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||