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Oilfield Services

Service companies supply the rigs, pressure pumping, drilling fluids, and engineering that producers rely on rather than own. Their revenue tracks drilling activity, which moves faster and further in both directions than the oil price does.

88 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
401
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$41.6M -$4.03M 6 1.02% Reduced
402
Channing Capital Management
Channing Capital Management
Illinois
$41.6M +$35.7M 2 1.85% Increased
403
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$41.5M -$346K 6 1.39% Reduced
404
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41.5M +$6.52M 1 1.96% Increased
405
Davenport & Co
Davenport & Co
Virginia
$41.4M -$3.2M 5 0.64% Reduced
406
WIM
Weitz Investment Management
Nebraska
$41.3M +$1.92M 3 1.16% Increased
407
SAM
Shell Asset Management
Netherlands
$41.3M -$3.29M 12 0.83% Reduced
408
Candriam SCA
Candriam SCA
Luxembourg
$41.1M +$2.51M 7 0.85% Increased
409
RP
RR Partners
New York
$41.1M $0 1 1.52% Maintained
410
JVBC
J.V. Bruni & Co
Colorado
$41M -$298K 3 7.22% Reduced
411
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$40.7M +$58.2K 5 0.3% Increased
412
SIM
Stelliam Investment Management
New York
$40.5M -$9.79M 1 0.86% Reduced
413
PIA
Piedmont Investment Advisors
North Carolina
$40.1M +$13.6M 6 0.85% Increased
414
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$40.1M -$1.45M 2 0.81% Reduced
415
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$39.9M $0 1 0.66% Maintained
416
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$39.7M +$42.5M 1 3.39% New
417
CIM
Calvert Investment Management
Maryland
$39.5M +$27.6M 6 1.75% Increased
418
CAM
Cacti Asset Management
Georgia
$39.3M +$1.57M 3 4.25% Increased
419
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$39.2M +$5.69M 8 0.79% Increased
420
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$39.1M +$681K 21 0.71% Increased
421
Castleark Management
Castleark Management
Illinois
$38.8M +$1.46M 8 1.04% Increased
422
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$38.7M -$611K 3 2.6% Reduced
423
RHBC
R.H. Bluestein & Co
Michigan
$38.6M -$137K 5 2.34% Reduced
424
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$38.3M -$8.94M 11 0.58% Reduced
425
SJIC
St. James Investment Company
Texas
$38.2M -$1.35M 1 4.3% Reduced