U.S. Capital Wealth Advisors’s Kodiak Gas Services KGS Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio KGS Stock Details KGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.38M	Buy	40,743 +1,400	+4%	+$68K	0.06%	316
2025 Q4	$1.47M	Buy	39,343 +1,230	+3%	+$43.5K	0.04%	403
2025 Q3	$1.41M	Buy	38,113 +8,540	+29%	+$288K	0.04%	402
2025 Q2	$1.01M	Sell	29,573 -2,327	-7%	-$80.5K	0.03%	427
2025 Q1	$1.19M	Sell	31,900 -500	-2%	-$21.3K	0.04%	390
2024 Q4	$1.32M	Buy	32,400 +500	+2%	+$18.1K	0.04%	385
2024 Q3	$925K	Sell	31,900 -1,600	-5%	-$44K	0.03%	362
2024 Q2	$913K	Buy	+33,500	New	+$909K	0.03%	355

Other funds holding KGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

U.S. Capital Wealth Advisors's KGS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Kodiak Gas Services (KGS) stake by 3.6% in Q1 2026, buying an estimated $68K and bringing the position to 40,743 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #316.

U.S. Capital Wealth Advisors first reported a position in KGS in Q2 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

U.S. Capital Wealth Advisors held 40,743 shares of Kodiak Gas Services worth $2.38M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,400 Kodiak Gas Services shares in Q1 2026, an estimated $68K.
Kodiak Gas Services made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #316 holding.
U.S. Capital Wealth Advisors first reported a position in Kodiak Gas Services in Q2 2024 and has held it in 8 quarters since.
328 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.