JWA
PTEN icon

JFS Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

JFS Wealth Advisors’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 		$836 Buy
+91
New +$1.01K ﹤0.01% 1849
2024
Q3 		– Sell
-16
Closed -$166 – 2009
2024
Q2 		$166 Sell
16
-2
-11% -$22 ﹤0.01% 1905
2024
Q1 		$215 Sell
18
-89
-83% -$989 ﹤0.01% 1890
2023
Q4 		$1.16K Sell
107
-14
-12% -$170 ﹤0.01% 1621
2023
Q3 		$1.68K Buy
121
+74
+157% +$1.08K ﹤0.01% 1433
2023
Q2 		$563 Buy
47
+30
+176% +$339 ﹤0.01% 1738
2023
Q1 		$199 Buy
17
+2
+13% +$29 ﹤0.01% 1831
2022
Q4 		$253 Sell
15
-1
-6% -$16 ﹤0.01% 1816
2022
Q3 		$0 Sell
16
-12
-43% -$171 ﹤0.01% 1888
2022
Q2 		$0 Buy
+28
New +$470 ﹤0.01% 1898

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's PTEN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Patterson-UTI (PTEN) in Q2 2026: 91 shares worth $836. The stake represents ﹤0.01% of the portfolio and ranks #1849 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PTEN as recently as Q2 2024.

JFS Wealth Advisors first reported a position in PTEN in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.68K in Q3 2023. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • JFS Wealth Advisors held 91 shares of Patterson-UTI worth $836 as of Q2 2026.
  • Patterson-UTI was a new JFS Wealth Advisors position in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1849 holding.
  • JFS Wealth Advisors first reported a position in Patterson-UTI in Q2 2022 and has held it in 10 quarters since.
  • JFS Wealth Advisors's Patterson-UTI position peaked at $1.68K in Q3 2023.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.