Position in VAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,669
-$2,056 QoQ
Shares Held
23
-39.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 332 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $45,191 across 9 Oil & Gas Drilling names. VAL ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTEN |
Patterson Uti Energy Inc
|
1,659 | $15,229 | |
| 2 | HP |
Helmerich & Payne, Inc.
|
251 | $8,217 | |
| 3 | NBR |
Nabors Industries Ltd
|
83 | $6,972 | |
| 4 | RIG |
Transocean Ltd.
|
1,060 | $5,183 | |
| 5 | PDS |
PRECISION DRILLING Corp
|
50 | $3,833 | |
| 6 | VAL |
Valaris Ltd
This page
|
23 | $1,669 | |
| 7 | BORR |
Borr Drilling Ltd
|
362 | $1,495 | |
| 8 | SDRL |
SEADRILL Ltd
|
38 | $1,437 |
All Filings in VAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,669 | 23 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,725 | 38 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,268 | 45 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,853 | 38 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,600 | 38 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $973 | 22 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||