PTEN β€” PATTERSON-UTI ENERGY INC

Ownership history in Quotient Wealth Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

Quotient Wealth Partners, LLC reported PATTERSON-UTI ENERGY INC (PTEN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows PTEN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PTEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quotient Wealth Partners, LLC's position in PATTERSON-UTI ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PTEN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Quotient Wealth Partners, LLC held PTEN β€” position size vs. price
% of Fund (quarterly)    PTEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 15,383 +127 +0.8% 0.00% $167K 2026-04-16 $10.41
2025 Q4 REDUCED 15,256 -4,219 -21.7% 0.00% $93K 2026-01-22 $7.30
2025 Q3 UNCHANGED 19,475 β€” 0% 0.00% $101K 2025-10-10 $5.23
2025 Q2 REDUCED 19,475 -9,552 -32.9% 0.00% $115K 2025-07-29 $6.10
2025 Q1 INITIATED 29,027 β€” β€” 0.01% $239K 2025-04-30 $5.34

FAQ About Quotient Wealth Partners, LLC and PTEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quotient Wealth Partners, LLC reported owning PTEN?

Quotient Wealth Partners, LLC reported PTEN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PTEN position in Quotient Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for PTEN was 0.01% in 2025 Q1.

What is the latest reported PTEN position on this page?

The most recent filing on this page is 2026 Q1, when Quotient Wealth Partners, LLC reported 15,383 shares, equal to 0.00% of portfolio, with an estimated market value of $167K.

What does the chart on this PTEN ownership page compare?

The chart compares Quotient Wealth Partners, LLC's quarterly PTEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Quotient Wealth Partners, LLC Holdings