Rothwell Investment Advisors, LLC’s Patterson-UTI PTEN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PTEN Stock Details PTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.3K	Buy	+2,503	New	+$27.5K	0.01%	556

Other funds holding PTEN

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Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PTEN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Patterson-UTI (PTEN) in Q3 2026: 2,503 shares worth $27.3K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings.

190 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,503 shares of Patterson-UTI worth $27.3K as of Q3 2026.
Patterson-UTI was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Patterson-UTI made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #556 holding.
190 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.