Physician Wealth Advisors’s Valaris VAL Stock Holding History

Physician Wealth Advisors’s Portfolio VAL Stock Details VAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67K	Sell	23 -15	-39%	-$1.4K	﹤0.01%	1581
2026 Q1	$3.73K	Sell	38 -7	-16%	-$545	﹤0.01%	1108
2025 Q4	$2.27K	Buy	45 +7	+18%	+$376	﹤0.01%	1230
2025 Q3	$1.85K	Hold	38	–	–	﹤0.01%	1263
2025 Q2	$1.6K	Buy	+38	New	+$1.43K	﹤0.01%	1142
2025 Q1	–	Sell	-22	Closed	-$974	–	1525
2024 Q4	$974	Buy	+22	New	+$1.06K	﹤0.01%	951

Other funds holding VAL

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Physician Wealth Advisors's VAL Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Valaris (VAL) stake by 39% in Q2 2026, selling an estimated $1.4K and leaving 23 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Physician Wealth Advisors first reported a position in VAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.73K in Q1 2026. 90 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

Physician Wealth Advisors held 23 shares of Valaris worth $1.67K as of Q2 2026.
Physician Wealth Advisors sold 15 Valaris shares in Q2 2026, an estimated $1.4K.
Valaris made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1581 holding.
Physician Wealth Advisors first reported a position in Valaris in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Valaris position peaked at $3.73K in Q1 2026.
90 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.