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Phillips Wealth Planners’s Baker Hughes BKR Stock Holding History

Phillips Wealth Planners’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,625
Closed -$226K – 204
2025
Q2 		$226K Buy
5,625
+59
+1% +$2.23K 0.2% 166
2025
Q1 		$211K Buy
+5,566
New +$248K 0.22% 165

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's BKR Position: Q3 2025 in Review

Phillips Wealth Planners sold out of Baker Hughes (BKR) in Q3 2025, closing a stake of 5,625 shares — an estimated $226K sold.

Phillips Wealth Planners first reported a position in BKR in Q1 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 955 funds tracked by Wall St. Rank hold BKR as of Q3 2025.

  • Phillips Wealth Planners reported no remaining Baker Hughes position as of Q3 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 5,625 Baker Hughes shares in Q3 2025, an estimated $226K.
  • Phillips Wealth Planners first reported a position in Baker Hughes in Q1 2025 and held it in 2 quarters.
  • Phillips Wealth Planners's Baker Hughes position peaked at $226K in Q2 2025.
  • 955 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2025.

Based on Phillips Wealth Planners's 13F filing for Q3 2025, filed 7 Nov 2025.