Position in WHD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,534
-$896 QoQ
Shares Held
69
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
of 340 holders
Holding Since
Sep 2023
5 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, 2026Clearstead Advisors, LLC holds $3,544,176 across 32 Oil & Gas Equipment & Services names. WHD ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FET |
Forum Energy Technologies, Inc.
|
20,008 | $1,005,001 | |
| 2 | SLB |
Slb Limited/Nv
|
18,498 | $859,972 | |
| 3 | BKR |
Baker Hughes Co
|
8,879 | $492,784 | |
| 4 | HAL |
Halliburton Co
|
14,405 | $489,049 | |
| 5 | AROC |
Archrock, Inc.
|
6,519 | $265,388 | |
| 6 | TS |
Tenaris SA
|
3,833 | $212,693 | |
| 7 | NOV |
NOV Inc.
|
8,056 | $149,438 | |
| 8 | FTI |
TechnipFMC plc
|
390 | $25,857 |
All Filings in WHD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,534 | 69 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $4,430 | 84 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,656 | 73 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,314 | 73 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,665 | 73 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||