Stifel Financial

Stifel Financial’s Patterson-UTI PTEN Stock Holding History

Stifel Financial’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	$540K	Sell	49,849 -49,587	-50%	-$424K	﹤0.01%	2838
2025 Q4	$608K	Buy	99,436 +6,853	+7%	+$40.9K	﹤0.01%	2755
2025 Q3	$480K	Buy	92,583 +21,997	+31%	+$126K	﹤0.01%	2840
2025 Q2	$419K	Buy	70,586 +2,591	+4%	+$15.6K	﹤0.01%	2867
2025 Q1	$559K	Buy	67,995 +7,007	+11%	+$58.8K	﹤0.01%	2619
2024 Q4	$504K	Sell	60,988 -23,319	-28%	-$187K	﹤0.01%	2673
2024 Q3	$645K	Buy	84,307 +42,824	+103%	+$395K	﹤0.01%	2515
2024 Q2	$430K	Buy	41,483 +407	+1%	+$4.46K	﹤0.01%	2720
2024 Q1	$490K	Buy	41,076 +5,872	+17%	+$65.2K	﹤0.01%	2620
2023 Q4	$380K	Buy	35,204 +172	+0.5%	+$2.09K	﹤0.01%	2712
2023 Q3	$485K	Buy	35,032 +19,469	+125%	+$285K	﹤0.01%	2504
2023 Q2	$186K	Sell	15,563 -469	-3%	-$5.29K	﹤0.01%	3070
2023 Q1	$188K	Sell	16,032 -70	-0.4%	-$1.02K	﹤0.01%	3064
2022 Q4	$271K	Buy	+16,102	New	+$266K	﹤0.01%	2823

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 $653B AUM 32.41% 1-Year Est. Return

Fuller & Thaler Asset Management

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