EverSource Wealth Advisors, LLC
Position in PTEN — Patterson Uti Energy Inc
CIK 1710537
BIRMINGHAM, AL
Position in PTEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,132
+$377 QoQ
Shares Held
2,738
+19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 435 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $345,962 across 9 Oil & Gas Drilling names. PTEN ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NE |
Noble Corp plc
|
2,953 | $110,143 | |
| 2 | VAL |
Valaris Ltd
|
1,181 | $85,738 | |
| 3 | HP |
Helmerich & Payne, Inc.
|
1,480 | $48,453 | |
| 4 | NBR |
Nabors Industries Ltd
|
314 | $26,378 | |
| 5 | PTEN |
Patterson Uti Energy Inc
This page
|
2,738 | $25,132 | |
| 6 | SDRL |
SEADRILL Ltd
|
636 | $24,052 | |
| 7 | RIG |
Transocean Ltd.
|
4,569 | $22,339 | |
| 8 | BORR |
Borr Drilling Ltd
|
758 | $3,129 |
All Filings in PTEN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,132 | 2,738 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,755 | 2,286 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,784 | 2,584 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,575 | 2,235 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $51,121 | 8,621 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,917 | 1,450 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,887 | 1,076 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,551 | 1,118 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,327 | 1,190 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,119 | 1,015 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $15,292 | 1,416 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,286 | 1,249 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,225 | 1,272 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,828 | 1,011 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,201 | 1,259 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,704 | 1,259 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $14,451 | 917 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,538 | 810 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,843 | 810 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||