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Oak Family Advisors’s Patterson-UTI PTEN Stock Holding History

Oak Family 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
2025
Q4 		– Sell
-12,680
Closed -$65.7K – 121
2025
Q3 		$65.7K Buy
12,680
+180
+1% +$1.03K 0.02% 109
2025
Q2 		$74.1K Buy
+12,500
New +$75.3K 0.02% 100

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Family Advisors's PTEN Position: Q4 2025 in Review

Oak Family Advisors sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 12,680 shares — an estimated $65.7K sold.

Oak Family Advisors first reported a position in PTEN in Q2 2025 and held it in 2 quarters. The position peaked at $74.1K in Q2 2025. 373 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Oak Family Advisors reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Oak Family Advisors sold 12,680 Patterson-UTI shares in Q4 2025, an estimated $65.7K.
  • Oak Family Advisors first reported a position in Patterson-UTI in Q2 2025 and held it in 2 quarters.
  • Oak Family Advisors's Patterson-UTI position peaked at $74.1K in Q2 2025.
  • 373 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Oak Family Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.