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Creative Planning PTEN Position History
Patterson-UTI Energy, Inc. • Energy
Quarters held
10
Latest value
$12.2M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12K |
| Q3 2025 | $637K |
| Q4 2025 | $1.7M |
| Q1 2026 | $181K |
| Q1 2026 | $6M |
| Q2 2026 | $144K |
| Q2 2026 | $6.9M |
| Q2 2026 | $688 |
| Q3 2026 | $189K |
| Q3 2026 | $12.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.2M | 1.11M | — | — |
| Q3 2026 | $189K | 17.3K | — | — |
| Q2 2026 | $688 | 2.5K | — | — |
| Q2 2026 | $6.9M | 753.4K | — | — |
| Q2 2026 | $144K | 15.7K | — | — |
| Q1 2026 | $6M | 553.8K | — | — |
| Q1 2026 | $181K | 16.7K | — | — |
| Q4 2025 | $1.7M | 276.3K | — | — |
| Q3 2025 | $637K | 122.9K | — | — |
| Q3 2025 | $12K | 2.3K | — | — |
Other funds holding PTEN
$483M
$467.3M
$399.1M
$353.9M
$342.9M
$310.2M