Position in PTEN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$22,628
+$113 QoQ
Shares Held
2,465
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#354
of 435 holders
Holding Since
Mar 2026
2 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, 2026Valued Wealth Advisors LLC holds $38,260 across 7 Oil & Gas Drilling names. PTEN ranks #1 (59.1% of the industry book) .
All Filings in PTEN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,628 | 2,465 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $22,515 | 2,079 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||