Private Wealth Management Group, LLC
Position in PTEN — Patterson Uti Energy Inc
CIK 2011342
PRINCETON, NJ
Position in PTEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,037
-$186 QoQ
Shares Held
113
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 435 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $43,368 across 5 Oil & Gas Drilling names. PTEN ranks #5 (2.4% of the industry book) .
All Filings in PTEN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037 | 113 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,223 | 113 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $690 | 113 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $455 | 88 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $521 | 88 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,756 | 822 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,452 | 418 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $436 | 57 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,899 | 666 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,014 | 85 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $918 | 85 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||