Pinnacle Wealth Planning Services, Inc.
Position in PTEN — Patterson Uti Energy Inc
CIK 1726752
MANSFIELD, OH
Position in PTEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$218,098
-$26,410 QoQ
Shares Held
23,758
+5.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#263
of 435 holders
Holding Since
Dec 2020
8 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, 2026Pinnacle Wealth Planning Services, Inc. holds $595,095 across 7 Oil & Gas Drilling names. PTEN ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTEN |
Patterson Uti Energy Inc
This page
|
23,758 | $218,098 | |
| 2 | HP |
Helmerich & Payne, Inc.
|
5,455 | $178,596 | |
| 3 | NE |
Noble Corp plc
|
2,292 | $85,491 | |
| 4 | RIG |
Transocean Ltd.
|
16,109 | $78,773 | |
| 5 | VAL |
Valaris Ltd
|
190 | $13,794 | |
| 6 | SDRL |
SEADRILL Ltd
|
358 | $13,539 | |
| 7 | NBR |
Nabors Industries Ltd
|
81 | $6,804 |
All Filings in PTEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,098 | 23,758 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $244,508 | 22,577 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $70,906 | 11,605 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $83,600 | 16,139 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $107,391 | 10,366 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $132,104 | 11,064 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $143,493 | 10,368 | Shares | Sole | 2023-11-08 | |
| 2020-12-31 | $210 | 40 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||