Global Retirement Partners, LLC
PensionPosition in PTEN — Patterson Uti Energy Inc
CIK 1749744
San Rafael, CA
Position in PTEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$99,915
+$38,082 QoQ
Shares Held
10,884
+7.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#318
of 435 holders
Holding Since
Jun 2020
21 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, 2026Global Retirement Partners, LLC holds $134,034 across 8 Oil & Gas Drilling names. PTEN ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTEN |
Patterson Uti Energy Inc
This page
|
10,884 | $99,915 | |
| 2 | HP |
Helmerich & Payne, Inc.
|
411 | $13,456 | |
| 3 | VAL |
Valaris Ltd
|
123 | $8,929 | |
| 4 | NE |
Noble Corp plc
|
135 | $5,035 | |
| 5 | RIG |
Transocean Ltd.
|
648 | $3,168 | |
| 6 | SDRL |
SEADRILL Ltd
|
70 | $2,647 | |
| 7 | PDS |
PRECISION DRILLING Corp
|
7 | $536 | |
| 8 | SOC |
Sable Offshore Corp.
|
113 | $348 |
All Filings in PTEN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,915 | 10,884 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $61,833 | 10,120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,077 | 208 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,233 | 208 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,718 | 208 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,425 | 317 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,828 | 273 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,164 | 265 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,261 | 302 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,179 | 302 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $326,804 | 27,302 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $319,433 | 27,302 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,744 | 163 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,903 | 163 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,451 | 219 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,306 | 149 | Shares | Sole | 2022-07-14 | |
| 2021-06-30 | $49,700 | 5,000 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $128,340 | 18,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $184,100 | 35,000 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $142,500 | 50,000 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $173,500 | 50,000 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||