Position in PTEN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$203,309
+$87,548 QoQ
Shares Held
22,147
+107.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 437 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTEN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $893,516 across 4 Oil & Gas Drilling names. PTEN ranks #4 (22.8% of the industry book) .
All Filings in PTEN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,309 | 22,147 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $115,761 | 10,689 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | $300,531 | 36,561 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $263,246 | 31,870 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $149,542 | 19,548 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $183,050 | 17,669 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $232,627 | 19,483 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $366,206 | 33,908 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $178,702 | 12,912 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||