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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
151
YEPX
Yorktown Energy Partners X
New York
$181M -$26.5M 1 41.92% Reduced
152
KSCM
Key Square Capital Management
Connecticut
$178M +$47.6M 7 20.41% Increased
153
Chevy Chase Trust
Chevy Chase Trust
Maryland
$178M +$191K 6 0.79% Increased
154
TCW Group
TCW Group
California
$176M +$28.1M 5 1.44% Increased
155
Gates Capital Management
Gates Capital Management
New York
$174M +$5.88M 3 3.93% Increased
156
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$172M +$17.1M 5 2.11% Increased
157
US Bancorp
US Bancorp
Minnesota
$172M +$7.78M 35 0.53% Increased
158
Boston Partners
Boston Partners
Massachusetts
$172M +$41.3M 22 0.21% Increased
159
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$170M +$93.9M 8 0.88% Increased
160
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$170M +$1.45M 3 1.66% Increased
161
CIM
Contrarius Investment Management
Jersey
$169M +$23.9M 3 8.07% Increased
162
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$168M +$4.55M 26 1.12% Increased
163
Natixis Advisors
Natixis Advisors
Massachusetts
$167M +$20.8M 12 1.65% Increased
164
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$167M +$5.72M 13 0.83% Increased
165
ARCM
Asia Research & Capital Management
Hong Kong
$166M +$173M 1 29.94% New
166
Wellcome Trust
Wellcome Trust
United Kingdom
$162M $0 1 2.44% Maintained
167
CBT
Capital Bank & Trust
California
$157M +$38M 7 2.13% Increased
168
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$153M -$16.1M 10 1.88% Reduced
169
Silvercrest Asset Management
Silvercrest Asset Management
New York
$149M +$1.1M 7 1.46% Increased
170
Great Lakes Advisors
Great Lakes Advisors
Illinois
$149M +$12.5M 5 3.54% Increased
171
Findlay Park Partners
Findlay Park Partners
United Kingdom
$147M +$32.8M 1 1.46% Increased
172
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$145M +$8.47M 2 0.17% Increased
173
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$145M +$161M 3 1.72% New
174
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$144M +$33.7M 11 0.55% Increased
175
National Pension Service
National Pension Service
South Korea
$144M +$3.75M 4 0.71% Increased