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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
2001
RCP
Rothschild Capital Partners
New York
$633K $0 1 0.14% Maintained
2002
PC
Pecaut & Co
Iowa
$633K $0 1 0.19% Maintained
2003
BFG
Birch Financial Group
New Hampshire
$632K $0 1 0.32% Maintained
2004
AA
Armis Advisers
Georgia
$630K -$3.23K 2 0.06% Reduced
2005
CA
Crumly & Associates
Illinois
$628K +$1.88K 1 0.12% Increased
2006
WI
WBI Investments
New Jersey
$627K -$3.08M 1 0.16% Reduced
2007
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services
New York
$625K -$33.1K 2 0% Reduced
2008
SEP
Southland Equity Partners
Missouri
$618K +$511K 1 0.11% New
2009
BCA
Bay Colony Advisors
Massachusetts
$618K -$13.6K 2 0.07% Reduced
2010
KAS
Kemnay Advisory Services
New York
$617K -$217K 22 0.08% Reduced
2011
UPS
UHLMANN PRICE SECURITIES
Illinois
$614K -$199K 1 0.02% Reduced
2012
MWML
M Wealth Management LLC
California
$613K +$691K 1 0.48% New
2013
NRG
Nemes Rush Group
Michigan
$613K +$27.9K 6 0.05% Increased
2014
MAM
McLaughlin Asset Management
Illinois
$611K -$18.4K 1 0.42% Reduced
2015
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$610K +$44.3K 2 0.02% Increased
2016
LWMNY
Landmark Wealth Management (New York)
New York
$610K $0 1 0.15% Maintained
2017
AFT
Alpha Family Trust
California
$608K $0 1 0.24% Maintained
2018
S
SimplyRich
California
$607K -$201K 2 0.14% Reduced
2019
EFG
Ethos Financial Group
Pennsylvania
$607K -$969K 2 0.04% Reduced
2020
BMWM
Brown Miller Wealth Management
Virginia
$602K +$30.9K 1 0.15% Increased
2021
WHAM
Windmill Hill Asset Management
United Kingdom
$602K -$68.8K 1 0.13% Reduced
2022
CH
Cromwell Holdings
Wyoming
$600K +$38.9K 7 0.27% Increased
2023
TA
TKG Advisors
Indiana
$594K +$321K 1 0.21% Increased
2024
MGAM
McGowan Group Asset Management
Texas
$594K +$63K 3 0.07% Increased
2025
ST
Spinnaker Trust
Maine
$594K $0 1 0.03% Maintained