CX Institutional’s Patterson-UTI PTEN Stock Holding History

CX Institutional’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	$24K	Buy	2,567 +23	+0.9%	+$257	﹤0.01%	1135
2026 Q1	$28K	Buy	2,544 +25	+1%	+$214	﹤0.01%	1073
2025 Q4	$15K	Buy	2,519 +32	+1%	+$191	﹤0.01%	1139
2025 Q3	$13K	Hold	2,487	–	–	﹤0.01%	1164
2025 Q2	$15K	Hold	2,487	–	–	﹤0.01%	998
2025 Q1	$20K	Sell	2,487 -34,064	-93%	-$286K	﹤0.01%	942
2024 Q4	$302K	Buy	36,551 +12,538	+52%	+$101K	0.01%	440
2024 Q3	$184K	Sell	24,013 -85,793	-78%	-$790K	0.01%	544
2024 Q2	$1.14M	Sell	109,806 -1,563	-1%	-$17.1K	0.05%	262
2024 Q1	$1.33M	Buy	+111,369	New	+$1.24M	0.06%	240
2020 Q4	–	Sell	-234	Closed	-$1K	–	903
2020 Q3	$1K	Buy	+234	New	+$861	﹤0.01%	860

Other funds holding PTEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return