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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PTEN holding history

Patterson Uti Energy Inc in every 13F filed by EverSource Wealth Advisors, LLC, 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)
2,738
Value
$25.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PTEN by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,738$25.1K<0.1%+452+19.8%AddedHolders
Q1 20262,286$24.8K<0.1%−298−11.5%ReducedHolders
Q4 20252,584$15.8K<0.1%+349+15.6%AddedHolders
Q3 20252,235$11.6K<0.1%−6,386−74.1%ReducedHolders
Q2 20258,621$51.1K<0.1%+7,171+494.6%AddedHolders
Q1 20251,450$11.9K<0.1%+374+34.8%AddedHolders
Q4 20241,076$8.89K<0.1%−42−3.8%ReducedHolders
Q3 20241,118$8.55K<0.1%−72−6.1%ReducedHolders
Q2 20241,190$13.1K<0.1%+175+17.2%AddedHolders
Q1 20241,015$11.0K<0.1%−401−28.3%ReducedHolders
Q4 20231,416$15.3K<0.1%+167+13.4%AddedHolders
Q3 20231,249$17.3K<0.1%−23−1.8%ReducedHolders
Q2 20231,272$15.2K<0.1%+261+25.8%AddedHolders
Q1 20231,011$11.8K<0.1%−248−19.7%ReducedHolders
Q4 20221,259$21.2K<0.1%00.0%UnchangedHolders
Q3 20221,259$14.0K<0.1%+342+37.3%AddedHolders
Q2 2022917$14.0K<0.1%+107+13.2%AddedHolders
Q1 2022810$13.0K<0.1%00.0%UnchangedHolders
Q4 2021810$7.00K<0.1%–No prior filingHolders