Evergreen Capital Management’s Patterson-UTI PTEN Stock Holding History

Evergreen Capital Management’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 Q1	$146K	Sell	13,473 -8,412	-38%	-$72K	﹤0.01%	1435
2025 Q4	$134K	Buy	+21,885	New	+$131K	﹤0.01%	1356
2025 Q2	–	Sell	-24,202	Closed	-$199K	–	1224
2025 Q1	$199K	Sell	24,202 -5,321	-18%	-$44.6K	0.01%	1010
2024 Q4	$244K	Buy	29,523 +15,221	+106%	+$122K	0.01%	855
2024 Q3	$109K	Sell	14,302 -7,347	-34%	-$67.7K	﹤0.01%	983
2024 Q2	$224K	Buy	21,649 +11,226	+108%	+$123K	0.01%	797
2024 Q1	$124K	Sell	10,423 -1,402	-12%	-$15.6K	﹤0.01%	831
2023 Q4	$128K	Sell	11,825 -755	-6%	-$9.18K	0.01%	808
2023 Q3	$174K	Buy	+12,580	New	+$184K	0.01%	724

Other funds holding PTEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return