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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PTEN holding history

Patterson Uti Energy Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTEN overviewAll 13F holders of PTENFull Q2 2026 holdings

Shares (Q2 2026)
769,111
Value
$7.06M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PTEN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026769,111$7.06M<0.1%+198,613+34.8%AddedHolders
Q1 2026570,498$6.18M<0.1%+294,172+106.5%AddedHolders
Q4 2025276,326$1.69M<0.1%+151,051+120.6%AddedHolders
Q3 2025125,275$648.9K<0.1%+22,829+22.3%AddedHolders
Q2 2025102,446$607.5K<0.1%−104,282−50.4%ReducedHolders
Q1 2025206,728$1.70M<0.1%+71,360+52.7%AddedHolders
Q4 2024135,368$1.12M<0.1%+5,163+4.0%AddedHolders
Q3 2024130,205$996.1K<0.1%+65,570+101.4%AddedHolders
Q2 202464,635$669.6K<0.1%+15,696+32.1%AddedHolders
Q1 202448,939$584.3K<0.1%+18,320+59.8%AddedHolders
Q4 202330,619$330.7K<0.1%+7,877+34.6%AddedHolders
Q3 202322,742$314.8K<0.1%+5,662+33.1%AddedHolders
Q2 202317,080$204.4K<0.1%−7,643−30.9%ReducedHolders
Q1 202324,723$289.3K<0.1%+362+1.5%AddedHolders
Q4 202224,361$410.2K<0.1%+12,157+99.6%AddedHolders
Q3 202212,204$143.0K<0.1%+12,204NewHolders
Q2 20220$00.0%−4−100.0%Sold outHolders
Q1 20224$00.0%−42,737−100.0%ReducedHolders
Q4 202142,741$361.0K<0.1%+25+0.1%AddedHolders
Q3 202142,716$384.0K<0.1%+230+0.5%AddedHolders
Q2 202142,486$422.0K<0.1%−6,399−13.1%ReducedHolders
Q1 202148,885$349.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.