Position in PTEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$232,639
-$65,478 QoQ
Shares Held
25,342
-7.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
of 435 holders
Holding Since
Mar 2025
6 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, 2026Summit Financial, LLC holds $447,970 across 2 Oil & Gas Drilling names. PTEN ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTEN |
Patterson Uti Energy Inc
This page
|
25,342 | $232,639 | |
| 2 | RIG |
Transocean Ltd.
|
44,035 | $215,331 |
All Filings in PTEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,639 | 25,342 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $298,117 | 27,527 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,573 | 42,156 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $204,433 | 39,466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $141,222 | 23,815 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $126,020 | 15,331 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||