Patterson-UTI Energy, Inc.
DE ˙ DB ˙ US7034811015
10,12 € ↑0,09 (0,95%)
2026-06-04
DEL PRIS
SecurityDE:PE1 / Patterson-UTI Energy, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,512 shares
Latest Disclosed Value $ 16,375
IFP Advisors, Inc reports 15.58% decrease in ownership of PE1 / Patterson-UTI Energy, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,512 shares of Patterson-UTI Energy, Inc. (DE:PE1) valued at $14,213 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,791 shares of Patterson-UTI Energy, Inc.. This represents a change in shares of -15.58% during the quarter. The current value of the position is $15,301 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F PATTERSON-UTI ENERGY cs 703481101 1,512 -279 -15.58 16 60.00 0.0003
2026-02-06 2025-12-31 13F PATTERSON-UTI ENERGY cs 703481101 1,791 1,594 809.14 11 900.00 0.0002
2026-02-06 2025-09-30 13F/A-1 PATTERSON-UTI ENERGY cs 703481101 197 116 143.21 1 -50.00 0.0000
2025-12-02 2025-09-30 13F PATTERSON-UTI ENERGY cs 703481101 144 63 1 0.0000
2025-07-24 2025-06-30 13F PATTERSON-UTI ENERGY cs 703481101 81 81 2 0.0001
2025-05-05 2025-03-31 13F PATTERSON-UTI ENERGY cs 703481101 0 -219 -100.00 0 -100.00
2025-02-04 2024-12-31 13F PATTERSON-UTI ENERGY cs 703481101 219 65 42.21 2 0.00 0.0001
2025-02-04 2024-09-30 13F PATTERSON-UTI ENERGY cs 703481101 154 154 1 0.0000
2023-04-18 2023-03-31 13F PATTERSON-UTI ENERGY cs 703481101 0 -1,330 -100.00 0 0.0000
2023-02-07 2022-12-31 13F PATTERSON-UTI ENERGY cs 703481101 1,330 -901 -40.39 0 -100.00 0.0010
2022-11-08 2022-09-30 13F PATTERSON-UTI ENERGY cs 703481101 2,231 -51 -2.23 54 0.00 0.0014
2022-09-06 2022-06-30 13F/A-1 PATTERSON-UTI ENERGY cs 703481101 2,282 0 0.00 54 0.00 0.0017
2022-09-06 2022-03-31 13F/A-1 PATTERSON-UTI ENERGY cs 703481101 2,282 2,015 754.68 54 2,600.00 0.0017
2022-08-08 2022-03-31 13F PATTERSONUTI ENERGY INC COM Stock 703481101 267 0 5 0.0001
2022-01-12 2021-12-31 13F PATTERSONUTI ENERGY INC COM Stock 703481101 267 0 0.00 2 0.00 0.0000
2021-10-06 2021-09-30 13F PATTERSONUTI ENERGY INC COM Stock 703481101 267 0 0.00 2 -33.33 0.0000
2021-07-13 2021-06-30 13F PATTERSONUTI ENERGY INC COM Stock 703481101 267 0 0.00 3 50.00 0.0001
2021-04-30 2021-03-31 13F PATTERSONUTI ENERGY INC COM Stock 703481101 267 0 0.00 2 100.00 0.0000
2021-01-25 2020-12-31 13F PATTERSONUTI ENERGY INC COM Stock 703481101 267 0 0.00 1 0.00 0.0000
2020-10-29 2020-09-30 13F PATTERSON UTI ENERGY INC COM Stock 703481101 267 0 0.00 1 0.00 0.0001
2020-08-05 2020-06-30 13F PATTERSON UTI ENERGY INC COM Stock 703481101 267 -42 -13.59 1 0.00 0.0001
2020-05-12 2020-03-31 13F PATTERSON UTI ENERGY INC COM Stock 703481101 309 -427 -58.02 1 -87.50 0.0001
2020-01-17 2019-12-31 13F PATTERSON UTI ENERGY INC COM Stock 703481101 736 729 10,414.29 8 14.29 0.0006
2019-11-07 2019-09-30 13F SEVENTY SEVEN ESC Stock 818ESC998 7 -142 -95.30 0 0.0000
2019-11-07 2019-09-30 13F PATTERSON UTI ENERGY INC COM Stock 703481101 736 587 7 0.0005
2019-05-15 2019-03-31 13F SEVENTY SEVEN ENERGYSUBMITTED FOR ESCROWINC Stock 818ESC998 149 -539 -78.34 0 -100.00
2019-06-03 2018-12-31 13F/A-10 PATTERSON ENERGY Stock 703481101 688 -10,063 -93.60 7 -96.20 0.0004
2019-01-23 2018-12-31 13F PATTERSON ENERGY Stock 703481101 688 -10,063 7 0.0004
2019-06-03 2018-09-30 13F/A-9 PATTERSON ENERGY Stock 703481101 10,751 5,923 122.68 184 111.49 0.0075
2018-10-25 2018-09-30 13F PATTERSON ENERGY Stock 703481101 10,751 5,923 184 0.0075
2019-06-03 2018-06-30 13F/A-8 PATTERSON ENERGY Stock 703481101 4,828 4,707 3,890.08 87 2,800.00 0.0037
2018-08-07 2018-06-30 13F PATTERSON ENERGY Stock 703481101 4,828 4,250 87
2019-06-03 2018-03-31 13F/A-7 PATTERSON UTI ENERGY INC COM Stock 703481101 121 0 0.00 3 0.00 0.0001
2018-05-09 2018-03-31 13F PATTERSON ENERGY Stock 703481101 578 457 10
2019-06-03 2017-12-31 13F/A-6 PATTERSON UTI ENERGY INC COM Stock 703481101 121 -364 -75.05 3 -70.00 0.0001
2018-01-24 2017-12-31 13F PATTERSON UTI ENERGY INC COM Stock 703481101 121 -364 3
2017-10-30 2017-09-30 13F PATTERSON UTI ENERGY INC COM Stock 703481101 485 0 0.00 10 0.00 0.0004
2019-06-03 2017-06-30 13F/A-5 PATTERSON UTI ENERGY INC COM Stock 703481101 485 0 0.00 10 -16.67 0.0004
2017-07-31 2017-06-30 13F PATTERSON UTI ENERGY INC COM Stock 703481101 485 0 10
2019-06-03 2017-03-31 13F/A-4 PATTERSON UTI ENERGY INC COM Stock 703481101 485 8 1.68 12 -7.69 0.0005
2017-04-26 2017-03-31 13F PATTERSON UTI ENERGY INC COM Stock 703481101 485 8 12
2019-06-03 2016-12-31 13F/A-3 PATTERSON UTI ENERGY INC COM Stock 703481101 477 56 13.30 13 44.44 0.0006
2017-02-14 2016-12-31 13F PATTERSON UTI ENERGY INC COM Stock 703481101 477 56 13
2016-11-04 2016-09-30 13F PATTERSON UTI ENERGY INC COM Stock 703481101 421 0 0.00 9 0.00 0.0005
2019-06-03 2016-06-30 13F/A-2 PATTERSON UTI ENERGY INC COM Stock 703481101 421 272 182.55 9 -35.71 0.0005
2016-08-22 2016-06-30 13F PATTERSON UTI ENERGY INC COM Stock 703481101 421 -256 9
2019-06-03 2016-03-31 13F/A-1 SEVENTY SEVEN ENERGYSUBMITTED FOR ESCROWINC Stock 818ESC998 149 -492 -76.76 0 -100.00
2016-05-02 2016-03-31 13F SEVENTY SEVEN ENERGY INC COM Stock 818097107 711 70 0
2016-05-02 2016-03-31 13F PATTERSON UTI ENERGY INC COM Stock 703481101 677 -242 12
2016-02-11 2015-12-31 13F SEVENTY SEVEN ENERGY INC COM Stock 818097107 641 641 1 0.0001
2016-02-11 2015-12-31 13F PATTERSON UTI ENERGY INC COM Stock 703481101 919 278 14 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.