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CVA Family Office’s Patterson-UTI PTEN Stock Holding History

CVA Family Office’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
Q2 		$3.4K Buy
370
+192
+108% +$2.14K ﹤0.01% 1397
2026
Q1 		$1.93K Hold
178
– – ﹤0.01% 1534
2025
Q4 		$1.09K Buy
+178
New +$1.06K ﹤0.01% 1087
2025
Q2 		– Sell
-114
Closed -$937 – 1417
2025
Q1 		$937 Hold
114
– – ﹤0.01% 1126
2024
Q4 		$942 Buy
114
+17
+18% +$136 ﹤0.01% 1105
2024
Q3 		$742 Buy
97
+49
+102% +$451 ﹤0.01% 1119
2024
Q2 		$497 Buy
+48
New +$526 ﹤0.01% 1209

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CVA Family Office's PTEN Position: Q2 2026 in Review

CVA Family Office increased its Patterson-UTI (PTEN) stake by 108% in Q2 2026, buying an estimated $2.14K and bringing the position to 370 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

CVA Family Office first reported a position in PTEN in Q2 2024 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • CVA Family Office held 370 shares of Patterson-UTI worth $3.4K as of Q2 2026.
  • CVA Family Office bought 192 Patterson-UTI shares in Q2 2026, an estimated $2.14K.
  • Patterson-UTI made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1397 holding.
  • CVA Family Office first reported a position in Patterson-UTI in Q2 2024 and has held it in 7 quarters since.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.