Industry deep-dive

Oil & Gas Equipment & Services

Every super-investor and insider move tracked across 33 tickers in this industry.

Tickers

Combined value

$3.85T

Insider net (30d)

−$8.0M

Congress trades (30d)

Sector consensus moves

Latest 13F · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Norges Bank Norway SWF	$2.05B	11	0.2%	BKR SCHW HAL
2	Dodge & Cox	$1.86B	2	1.0%	BKR SCHW
3	First Eagle Investment Management	$1.71B	10	3.0%	SCHW NOV OIS
4	Wellington Management	$1.26B	19	0.2%	SCHW WHD TS
5	Ken Griffin Citadel Advisors	$1.06B	33	0.2%	SCHW HAL SEI
6	Izzy Englander Millennium Mgmt	$647M	32	0.3%	SCHW SEI LBRT
7	AQR Capital Management	$449M	29	0.2%	HAL NOV BKR
8	D.E. Shaw & Co.	$402M	24	0.2%	SCHW HAL AROC
9	Steve Cohen Point72	$321M	22	0.4%	SCHW KGS HAL
10	Greenhaven Associates	$269M	2	4.4%	SCHW NOV
11	John Rogers Ariel Investments	$268M	2	2.9%	CLB SCHW
12	Renaissance Technologies	$249M	23	0.4%	TS BKR KGS

#	Ticker	Company	Value
1	SCHW	SCHLUMBERGER LTD	$1.72T
2	HAL	HALLIBURTON CO	$978.84B
3	BKR	BAKER HUGHES COMPANY	$915.77B
4	NOV	NOV INC	$71.26B
5	OII	OCEANEERING INTL INC	$40.95B
6	AROC	ARCHROCK INC	$31.19B
7	WHD	CACTUS INC	$21.53B
8	TS	TENARIS S A	$12.82B
9	PUMP	PROPETRO HLDG CORP	$7.16B
10	LBRT	LIBERTY OILFIELD SVCS INC	$6.87B
11	HLX	HELIX ENERGY SOLUTIONS GRP I	$6.49B
12	RES	RPC INC	$5.78B
13	OIS	OIL STS INTL INC	$5.24B
14	WTTR	SELECT ENERGY SVCS INC	$5.08B
15	TDW	TIDEWATER INC NEW	$5.07B
16	SEI	SOLARIS OILFIELD INFRASTRUCT	$4.86B
17	CLB	CORE LABORATORIES INC	$3.11B
18	NPKI	NEWPARK RES INC	$2.57B
19	VTOL	BRISTOW GROUP INC	$1.74B
20	KGS	KODIAK GAS SVCS INC	$1.09B
21	NEXT	NEXTDECADE CORP	$931.1M
22	NGS	NATURAL GAS SVCS GROUP INC	$777.0M
23	AESI	ATLAS ENERGY SOLUTIONS INC	$575.7M
24	GEOS	GEOSPACE TECHNOLOGIES CORP	$495.0M