Gallagher Fiduciary Advisors, LLC
Position in PTEN — Patterson Uti Energy Inc
CIK 1527781
ROLLING MEADOWS, IL
Position in PTEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$346,021
-$31,491 QoQ
Shares Held
37,693
+8.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 437 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTEN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Gallagher Fiduciary Advisors, LLC holds $665,137 across 2 Oil & Gas Drilling names. PTEN ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTEN |
Patterson Uti Energy Inc
This page
|
37,693 | $346,021 | |
| 2 | HP |
Helmerich & Payne, Inc.
|
9,747 | $319,116 |
All Filings in PTEN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,021 | 37,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $377,512 | 34,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $138,373 | 22,647 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $107,909 | 20,832 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $120,847 | 20,379 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $135,777 | 16,518 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $122,710 | 14,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $100,406 | 13,125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $104,149 | 10,053 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||