Position in VAL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$601,708
-$588,301 QoQ
Shares Held
8,288
-31.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 332 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 88%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $4,259,182 across 5 Oil & Gas Drilling names. VAL ranks #2 (14.1% of the industry book) .
All Filings in VAL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,708 | 8,288 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,190,009 | 12,138 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $727,070 | 14,426 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $379,673 | 7,785 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $326,773 | 7,760 | Shares | Sole | 2025-09-26 | |
| 2024-03-31 | $212,157 | 2,819 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $299,102 | 4,362 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $373,325 | 4,979 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $310,559 | 4,935 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $325,495 | 5,003 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $339,993 | 5,028 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||