Position in PTEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$99,429
-$29,984 QoQ
Shares Held
10,832
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 435 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTEN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $317,036 across 2 Oil & Gas Drilling names. PTEN ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NE |
Noble Corp plc
|
5,834 | $217,607 | |
| 2 | PTEN |
Patterson Uti Energy Inc
This page
|
10,832 | $99,429 |
All Filings in PTEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,429 | 10,832 | Shares | Other | 2026-08-03 | |
| 2024-03-31 | $129,413 | 10,839 | Shares | Other | 2024-05-15 | |
| 2022-12-31 | $589,719 | 35,019 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $586,849 | 50,244 | Shares | Sole | 2022-10-25 | |
| 2022-03-31 | $657,141 | 42,451 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||