EVERGREEN CAPITAL MANAGEMENT LLC
Position in PTEN — Patterson Uti Energy Inc
CIK 1260824
Bellevue, WA
Position in PTEN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$126,307
-$19,605 QoQ
Shares Held
13,759
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 435 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in PTEN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $1,876,639 across 5 Oil & Gas Drilling names. PTEN ranks #4 (6.7% of the industry book) .
All Filings in PTEN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,307 | 13,759 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $145,912 | 13,473 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $133,717 | 21,885 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $198,940 | 24,202 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $243,859 | 29,523 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $109,410 | 14,302 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $224,283 | 21,649 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $124,450 | 10,423 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $127,710 | 11,825 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $174,107 | 12,580 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||