WAG
PTEN icon

Wilkerson Advisory Group’s Patterson-UTI PTEN Stock Holding History

Wilkerson Advisory Group’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 		$626 Hold
68
– – ﹤0.01% 593
2026
Q1 		$732 Buy
68
+1
+1% +$9 ﹤0.01% 573
2025
Q4 		$409 Buy
+67
New +$400 ﹤0.01% 560

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

Wilkerson Advisory Group's PTEN Position: Q2 2026 in Review

Wilkerson Advisory Group held its Patterson-UTI (PTEN) position steady in Q2 2026 at 68 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Wilkerson Advisory Group first reported a position in PTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $732 in Q1 2026. 436 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Wilkerson Advisory Group held 68 shares of Patterson-UTI worth $626 as of Q2 2026.
  • Wilkerson Advisory Group left its Patterson-UTI share count unchanged in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #593 holding.
  • Wilkerson Advisory Group first reported a position in Patterson-UTI in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Patterson-UTI position peaked at $732 in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.