Position in PTEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,229
-$1,849 QoQ
Shares Held
1,659
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#361
of 435 holders
Holding Since
Jun 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, 2026Physician Wealth Advisors, Inc. holds $45,191 across 9 Oil & Gas Drilling names. PTEN ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTEN |
Patterson Uti Energy Inc
This page
|
1,659 | $15,229 | |
| 2 | HP |
Helmerich & Payne, Inc.
|
251 | $8,217 | |
| 3 | NBR |
Nabors Industries Ltd
|
83 | $6,972 | |
| 4 | RIG |
Transocean Ltd.
|
1,060 | $5,183 | |
| 5 | PDS |
PRECISION DRILLING Corp
|
50 | $3,833 | |
| 6 | VAL |
Valaris Ltd
|
23 | $1,669 | |
| 7 | BORR |
Borr Drilling Ltd
|
362 | $1,495 | |
| 8 | SDRL |
SEADRILL Ltd
|
38 | $1,437 |
All Filings in PTEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,229 | 1,659 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,078 | 1,577 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,219 | 1,509 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $1,624 | 274 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||