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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
PCM
Penn Capital Management
Pennsylvania
$35.3M -$394K 8 2.58% Reduced
402
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$35.1M -$34M 2 0.52% Reduced
403
Pinnacle Associates
Pinnacle Associates
New York
$34.9M +$1.73M 7 0.64% Increased
404
USSCPF
United States Steel & Carnegie Pension Fund
New York
$34.7M $0 1 1.59% Maintained
405
ACM
Academy Capital Management
Texas
$34.7M +$653K 3 9.77% Increased
406
HCM
Hodges Capital Management
Texas
$34.6M +$1.55M 6 2.34% Increased
407
Carmignac Gestion
Carmignac Gestion
France
$34.5M +$838K 2 0.27% Increased
408
Jane Street
Jane Street
New York
$34.5M +$3.86M 21 0.11% Increased
409
Utah Retirement Systems
Utah Retirement Systems
Utah
$34.2M +$2.8M 10 0.77% Increased
410
GW&K Investment Management
GW&K Investment Management
Massachusetts
$34.1M -$127K 2 0.57% Reduced
411
STCG
Speece Thorson Capital Group
Minnesota
$33.9M +$374K 2 7.06% Increased
412
Hancock Whitney
Hancock Whitney
Mississippi
$33.9M +$2.02M 7 1.44% Increased
413
SAM
Sentinel Asset Management
Vermont
$33.7M -$174K 3 0.81% Reduced
414
Gates Capital Management
Gates Capital Management
New York
$33.6M +$1.02M 2 0.95% Increased
415
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$33.6M +$533K 6 0.85% Increased
416
OAMG
Odey Asset Management Group
United Kingdom
$32.9M +$22.2M 2 2.98% Increased
417
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$32.8M +$4.47M 14 0.53% Increased
418
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$32.8M -$743K 3 0.87% Reduced
419
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$32.8M -$18.2M 8 0.77% Reduced
420
TAM
Tyers Asset Management
Texas
$32.6M +$1.35M 15 1.2% Increased
421
DCM
Dupont Capital Management
Delaware
$32.4M -$98.1K 10 0.74% Reduced
422
HI
Honeywell International
North Carolina
$32.1M +$23.1K 2 1.13% Increased
423
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$32.1M -$622K 14 1.52% Reduced
424
TGA
Trilogy Global Advisors
Florida
$32M -$45.1M 1 2.02% Reduced
425
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.8M +$1.08M 4 0.29% Increased