Position in PTEN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,108,816
-$551,658 QoQ
Shares Held
338,651
+0.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#103
of 435 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 4%
Shared 1%
None 95%
Common Shares in PTEN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $4,259,182 across 5 Oil & Gas Drilling names. PTEN ranks #1 (73.0% of the industry book) .
All Filings in PTEN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,108,816 | 338,651 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,660,474 | 337,994 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $305,261 | 49,961 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $172,244 | 33,252 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $456,620 | 55,550 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $537,411 | 65,062 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $553,117 | 72,303 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $791,762 | 76,425 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $782,451 | 65,532 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $279,762 | 25,904 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $404,085 | 29,197 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $261,520 | 21,848 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $255,387 | 21,828 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $176,584 | 10,486 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||