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Oil States v. Worldwide Oilfield Machine — Valve Patent Infringement | PatSnap
Explore in Eureka
Case ID4:23-cv-00557
FiledFeb 2023
ClosedDec 2024
Patent Litigation

Oil States v. Worldwide Oilfield Machine: Valve Patent Dispute Settled After 674 Days

Oil States Energy Services brought a patent infringement action against Worldwide Oilfield Machine in the Texas Southern District Court over two patents covering pressure differential seating valve technology. The parties reached a settlement after 674 days, with the court entering a conditional dismissal order on 19 December 2024.

Resolution time
674days
674 days — above the median for patent cases in the Texas Southern District
Patents asserted
2
US11028929B2 and one further patent asserted — pressure differential seating valve technology
Outcome
Case Settled
All claims settled; dismissed without prejudice pending 30-day reinstatement window
Cost ruling
Motions Denied
All pending motions denied without prejudice upon administrative closure
Published by PatSnap Insights Team · Verified by PatSnap Eureka Data
Case overview

Oilfield valve IP dispute ends in settlement after nearly two years

Oil States Energy Services, Inc. filed suit against Worldwide Oilfield Machine, Inc. on 14 February 2023 in the United States District Court for the Southern District of Texas, asserting infringement of two patents: US11028929B2 and US10969023B2, both directed to valve technology incorporating pressure differential seating mechanisms. The accused product is described as a ‘valve with pressure differential seating,’ placing the dispute squarely in the oilfield equipment and wellhead control segment.

On 19 December 2024, the court issued an order reflecting notification that all pending claims had been settled. The case was dismissed without prejudice, subject to a 30-day conditional window during which any party could seek reinstatement if the settlement could not be fully documented. Absent such a motion, the dismissal converts to a dismissal with prejudice by operation of the court’s order — a standard conditional settlement mechanism used in the Southern District of Texas.

The case ran for 674 days before resolution, consistent with a dispute that progressed through substantive motion practice — at least six pending motions were denied upon closure. The terms of the settlement remain confidential and are not disclosed in the public record. It is unknown whether a licensing arrangement, design-around agreement, or financial consideration formed the basis of resolution, which is typical for oilfield equipment disputes resolved prior to trial.

Case at a glance
Case no.4:23-cv-00557
CourtTexas Southern
JudgeN/A
FiledFebruary 14, 2023
ClosedDecember 19, 2024
Duration674 days
OutcomeCase Settled
Verdict causeInfringement Action
BasisCase Settled
Prior Art Intelligence
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Case data sourced from PACER / Texas Southern District Court via PatSnap Eureka Litigation Intelligence Explore similar cases ↗
Case timeline

Filing to Case Settled in 674 days

674 days — above the median for patent cases in the Texas Southern District

Case timeline: Complaint filed FEB 14 2023, JAN–FEB — 674 days total Horizontal timeline showing the three key events in Oil States Energy Services, Inc. v Worldwide Oilfield Machine, Inc. from filing to resolution. Source: PACER, Texas Southern District Court. FEB 14 2023 Complaint filed Pre-trial proceedings DEC 19 2024 Case Settled 674 DAYS TOTAL
Settlement terms

Case settled: what the conditional dismissal order means for both parties

Legal mechanism

Conditional dismissal: a 30-day bridge to finality

The court’s 19 December 2024 order dismissed the case without prejudice, with automatic conversion to dismissal with prejudice 30 days later unless a party moved for reinstatement. This two-stage mechanism is standard in the Southern District of Texas and gives the parties a short window to finalise settlement documentation before the case closes permanently. The public docket does not indicate any reinstatement motion was filed.

Conditional dismissal
Plaintiff outcome

Oil States secures resolution without trial — terms undisclosed

As the asserting party, Oil States achieved a resolution of its infringement claims without proceeding to trial. Whether the settlement includes a licence, royalty stream, or covenant not to sue is not disclosed in the public record. The conversion to dismissal with prejudice, if unchallenged, forecloses Oil States from re-asserting the same claims against Worldwide Oilfield Machine in a future action on these patents.

Claims resolved
Defendant outcome

Worldwide Oilfield Machine avoids adverse judgment

Worldwide Oilfield Machine avoids a court finding of infringement and the reputational and financial exposure that accompanies a trial verdict. Settlement prior to judgment leaves no public record of liability. However, the confidential terms likely impose some obligation — whether operational, financial, or licensing-related — the scope of which is unknown from the docket. The dismissal with prejudice removes the immediate litigation risk from these two patents.

No liability finding
Commercial implications

Pressure differential valve IP remains a live enforcement risk

The settlement, rather than a validity or non-infringement ruling, leaves US11028929B2 and US10969023B2 intact and enforceable. Oil States retains the ability to assert these patents against other parties in the oilfield equipment sector. Competitors producing pressure differential seating valve products should treat this settlement as a signal that Oil States is prepared to litigate these assets, and an FTO analysis against both patents is advisable.

Patents remain enforceable
Legal analysis based on PACER docket records for case 4:23-cv-00557 and PatSnap Eureka litigation intelligence Search PatSnap Eureka ↗
Parties and representation

Full party and counsel information

RoleNameTypeDetail
PlaintiffOil States Energy Services, Inc.CompanyOilfield equipment manufacturer — holder of US11028929B2 and US10969023B2Search in Eureka ↗
DefendantWorldwide Oilfield Machine, Inc.CompanyOilfield machinery manufacturer accused of infringing pressure differential valve patentsSearch in Eureka ↗
Plaintiff counselAvery Joseph WelkerAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff counselC. Erik HawesAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff counselElizabeth Mooar ChiavielloAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff counselMelissa Marie StoryAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff counselNicholas A. RestauriAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff counselPaul Richard MoricoAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff counselRobert Alton EhrlichAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff counselScott D. SherwinAttorneyCounsel for Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff law firmBaker Botts LLPLaw FirmRepresenting Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff law firmMorgan Lewis Bockius LLPLaw FirmRepresenting Oil States Energy Services, Inc.Search in Eureka ↗
Plaintiff law firmNixon Peabody LLPLaw FirmRepresenting Oil States Energy Services, Inc.Search in Eureka ↗
Defendant counselAaron E HomerAttorneyCounsel for Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant counselChrista Brown-SanfordAttorneyCounsel for Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant counselLindsay Volpenhein CutieAttorneyCounsel for Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant counselNatalie Alfaro GonzalesAttorneyCounsel for Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant counselPaul Richard MoricoAttorneyCounsel for Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant counselThomas Bence CarterAttorneyCounsel for Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant counselWesley Donald EdwardsAttorneyCounsel for Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant law firmBaker Botts LLPLaw FirmRepresenting Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant law firmHomer IP PLLCLaw FirmRepresenting Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Defendant law firmYetter Coleman LLPLaw FirmRepresenting Worldwide Oilfield Machine, Inc.Search in Eureka ↗
Presiding judgeJudge N/AJudgeTexas Southern District CourtSearch in Eureka ↗
Official verdict

Official order — verbatim text

“The Court has been informed by notice that all claims pending in this lawsuit have been settled. The case is therefore DISMISSED WITHOUT PREJUDICE to reinstatement of the claims if any party represents to the Court, within thirty (30) days of this Order, that the settlement could not be completely documented. The claims will be DISMISSED WITH PREJUDICE thirty (30) days after the entry of this Order unless any party moves for reinstatement or an extension of the conditional dismissal period before that date. All pending motions are hereby DENIED without prejudice to refiling should the case be reinstated. See ECF Nos. 90, 93, 97, 101, 105, 108. The Clerk is directed to administratively CLOSE the case. IT IS SO ORDERED. SIGNED at Houston, Texas, on this the 19th day of December, 2024.”
Source: PACER Docket, Case 4:23-cv-00557, Texas Southern District Court

The court’s dismissal order reflects a notification of settlement rather than a merits adjudication. The conditional structure — dismissal without prejudice converting to dismissal with prejudice after 30 days — is a procedural device that protects both parties during final documentation. For the plaintiff, it preserves reinstatement rights briefly; for the defendant, it provides a clear path to finality. The denial of all pending motions without prejudice confirms the court made no substantive rulings on infringement, validity, or claim scope.

PACER case 4:23-cv-00557 · Public docket record Explore in Eureka ↗
Patent at issue

US11028929B2 & US10969023B2 — Pressure Differential Seating Valve Technology

Publication No.US11028929B2
Application No.US16/663077
Patent details
ProductValve with pressure differential seating for oilfield flow control
Cited in actionFebruary 14, 2023

Publication No.US10969023B2
Application No.US16/736362
Patent details
ProductPressure differential valve seating methods and configurations
Cited in actionFebruary 14, 2023

US11028929B2 and US10969023B2 are utility patents assigned application numbers US16/663077 and US16/736362 respectively, placing their filing dates in late 2019 and early 2020 — a period of active innovation in wellhead and downhole pressure management technology. Both patents are directed to valve technology incorporating pressure differential seating mechanisms, which are critical components in oilfield flow control, well intervention, and blowout prevention systems where precise seating under differential pressure conditions is operationally essential.

For the oilfield services and equipment sector, patents covering pressure differential valve seating represent commercially significant IP assets. These mechanisms appear in high-value product lines including gate valves, check valves, and choke systems used across upstream production and completions. Oil States Energy Services is a major supplier of wellhead and flow control equipment, and the assertion of both patents together suggests a coordinated enforcement posture around a specific product design that Worldwide Oilfield Machine was alleged to replicate. The settlement preserves these patents as live competitive tools.

Patent data sourced from USPTO via PatSnap Eureka patent database Search patent records in Eureka ↗
Freedom to operate

Should your team run an FTO against US11028929B2 and US10969023B2?

Any manufacturer, distributor, or operator procuring valves with pressure differential seating functionality for oilfield applications should evaluate freedom-to-operate against both US11028929B2 and US10969023B2. The settlement in this case confirms that Oil States is prepared to enforce these patents through prolonged litigation. R&D and product teams developing competing valve designs — particularly those involving differential pressure actuation or seating mechanisms — face non-trivial infringement exposure if these claim scopes are broad.

PatSnap Eureka’s FTO Search Agent can rapidly map the claim landscape of both patents, identify the full continuation family, and surface design-around prior art in the pressure differential valve space. Rather than commissioning a traditional FTO opinion from scratch, product teams can use Eureka to scope the risk in hours, prioritise claims requiring detailed counsel review, and generate a defensible record of due diligence — particularly important given the active enforcement posture signalled by this litigation.

PatSnap Eureka FTO Search

Run a freedom-to-operate analysis on US11028929B2 to assess your product’s exposure

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Related litigation

Similar valve patent infringement cases in the Texas Southern District Court

Explore comparable oilfield valve and flow control patent infringement actions filed in the Texas Southern District Court involving pressure-related equipment IP.

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Strategic implications

What this case signals for the oilfield valve IP landscape

A 674-day infringement dispute resolved before trial keeps key valve patents enforceable and signals active portfolio monetisation by Oil States.

Settlement without judgment keeps both patents fully enforceable

Because the case resolved by settlement rather than a merits ruling, neither US11028929B2 nor US10969023B2 was found invalid or not infringed. Both patents remain active enforcement tools. Any competitor in the pressure differential valve space — particularly those supplying wellhead control or flow control equipment — should monitor Oil States’ assertion activity closely.

Six pending motions at settlement suggests substantive discovery was well advanced

The court denied at least six pending motions upon closure, suggesting the case had progressed through meaningful pre-trial litigation before settlement. This pattern is consistent with cases where one or both parties gained sufficient clarity on claim construction or invalidity risk to make negotiated resolution preferable to continued litigation expense.

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Full strategic analysis in PatSnap Eureka
Unlock deeper analysis of Oil States’ valve patent portfolio enforcement strategy and continuation risk in the Texas Southern District Court.
Patent family exposure mapContinuation risk analysisOil States enforcement history
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Frequently asked questions

Oil v Worldwide — key questions answered

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Track valve patent enforcement before it reaches your product line

This settlement leaves two Oil States valve patents fully enforceable. Use PatSnap Eureka to run an FTO, map the continuation family, and monitor new assertions against pressure differential valve technology before litigation risk materialises.

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