Position in PTEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$515,823
-$24,041 QoQ
Shares Held
56,190
+12.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 435 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PTEN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,932,602 across 6 Oil & Gas Drilling names. PTEN ranks #3 (10.5% of the industry book) .
All Filings in PTEN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,823 | 56,190 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $539,864 | 49,849 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $607,553 | 99,436 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $479,579 | 92,583 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $418,574 | 70,586 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $558,918 | 67,995 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $503,760 | 60,988 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $644,947 | 84,307 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $429,763 | 41,483 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $490,447 | 41,076 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $380,202 | 35,204 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $484,841 | 35,032 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $186,288 | 15,563 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $187,573 | 16,032 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $271,157 | 16,102 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||