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Twin Peaks Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

Twin Peaks 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 		– Sell
-526
Closed -$5.7K – 1695
2026
Q1 		$5.7K Buy
+526
New +$4.5K ﹤0.01% 1333
2025
Q3 		– Sell
-412
Closed -$2.31K – 1611
2025
Q2 		$2.31K Buy
+412
New +$2.48K ﹤0.01% 1586

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

Twin Peaks Wealth Advisors's PTEN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Patterson-UTI (PTEN) in Q2 2026, closing a stake of 526 shares — an estimated $5.7K sold.

Twin Peaks Wealth Advisors first reported a position in PTEN in Q2 2025 and held it in 2 quarters. The position peaked at $5.7K in Q1 2026. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Patterson-UTI position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 526 Patterson-UTI shares in Q2 2026, an estimated $5.7K.
  • Twin Peaks Wealth Advisors first reported a position in Patterson-UTI in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Patterson-UTI position peaked at $5.7K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.