Position in PTEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$252,062
+$18,634 QoQ
Shares Held
27,458
+27.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 435 holders
Holding Since
Mar 2025
4 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, 2026Merit Financial Group, LLC holds $1,225,965 across 3 Oil & Gas Drilling names. PTEN ranks #2 (20.6% of the industry book) .
All Filings in PTEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,062 | 27,458 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $233,428 | 21,554 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $121,679 | 19,915 | Shares | Other | 2026-01-26 | |
| 2025-03-31 | $85,471 | 10,398 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||