Position in PDS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$766,752
-$228,465 QoQ
Shares Held
10,002
-1.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 135 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Creative Planning holds $44,098,971 across 10 Oil & Gas Drilling names. PDS ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIG |
Transocean Ltd.
|
1,632,895 | $7,984,856 | |
| 2 | NE |
Noble Corp plc
|
190,205 | $7,094,646 | |
| 3 | PTEN |
Patterson Uti Energy Inc
|
769,111 | $7,060,438 | |
| 4 | SDRL |
SEADRILL Ltd
|
144,134 | $5,451,147 | |
| 5 | VAL |
Valaris Ltd
|
74,053 | $5,376,247 | |
| 6 | NBR |
Nabors Industries Ltd
|
59,036 | $4,959,613 | |
| 7 | HP |
Helmerich & Payne, Inc.
|
121,981 | $3,993,657 | |
| 8 | BORR |
Borr Drilling Ltd
|
303,885 | $1,255,044 |
All Filings in PDS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,752 | 10,002 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $995,217 | 10,114 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $709,239 | 9,867 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $479,228 | 8,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $378,250 | 8,007 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $242,447 | 3,970 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $205,109 | 2,916 | Shares | Defined | 2024-08-15 | |
| 2020-06-30 | $20,520 | 27,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,370 | 27,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||