Position in VAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$85,738
-$74,945 QoQ
Shares Held
1,181
-27.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#247
of 332 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $345,962 across 9 Oil & Gas Drilling names. VAL ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NE |
Noble Corp plc
|
2,953 | $110,143 | |
| 2 | VAL |
Valaris Ltd
This page
|
1,181 | $85,738 | |
| 3 | HP |
Helmerich & Payne, Inc.
|
1,480 | $48,453 | |
| 4 | NBR |
Nabors Industries Ltd
|
314 | $26,378 | |
| 5 | PTEN |
Patterson Uti Energy Inc
|
2,738 | $25,132 | |
| 6 | SDRL |
SEADRILL Ltd
|
636 | $24,052 | |
| 7 | RIG |
Transocean Ltd.
|
4,569 | $22,339 | |
| 8 | BORR |
Borr Drilling Ltd
|
758 | $3,129 |
All Filings in VAL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,738 | 1,181 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $160,683 | 1,639 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $82,451 | 1,636 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $75,055 | 1,539 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $78,027 | 1,853 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,396 | 545 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,977 | 429 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,452 | 331 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,192 | 365 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $8,912 | 130 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,799 | 24 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,510 | 24 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,561 | 24 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||