Position in VAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,376,247
-$1,987,145 QoQ
Shares Held
74,053
-1.4% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 334 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Creative Planning holds $44,098,971 across 10 Oil & Gas Drilling names. VAL ranks #5 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIG |
Transocean Ltd.
|
1,632,895 | $7,984,856 | |
| 2 | NE |
Noble Corp plc
|
190,205 | $7,094,646 | |
| 3 | PTEN |
Patterson Uti Energy Inc
|
769,111 | $7,060,438 | |
| 4 | SDRL |
SEADRILL Ltd
|
144,134 | $5,451,147 | |
| 5 | VAL |
Valaris Ltd
This page
|
74,053 | $5,376,247 | |
| 6 | NBR |
Nabors Industries Ltd
|
59,036 | $4,959,613 | |
| 7 | HP |
Helmerich & Payne, Inc.
|
121,981 | $3,993,657 | |
| 8 | BORR |
Borr Drilling Ltd
|
303,885 | $1,255,044 |
All Filings in VAL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,376,247 | 74,053 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,363,392 | 75,106 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,282,552 | 65,130 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,211,162 | 65,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,477,036 | 58,823 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $810,679 | 20,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,281,056 | 28,957 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $577,012 | 10,350 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $640,624 | 8,599 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $301,566 | 4,007 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $241,091 | 3,516 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $45,473 | 875 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||