Position in NOV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,129,342
-$16,882 QoQ
Shares Held
60,881
-0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#195
of 485 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOV Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Summit Financial, LLC holds $3,279,568 across 4 Oil & Gas Equipment & Services names. NOV ranks #2 (34.4% of the industry book) .
All Filings in NOV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,342 | 60,881 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,146,224 | 60,937 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $948,912 | 60,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $791,382 | 59,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $744,208 | 59,872 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $909,805 | 59,777 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $872,744 | 59,777 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||