AWA
PR

Arkadios Wealth Advisors’s Permian Resources PR Stock Holding History

Arkadios Wealth Advisors’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$481K Buy
22,570
+6,218
+38% +$107K 0.01% 1128
2025
Q4 		$229K Sell
16,352
-2,868
-15% -$38.5K ﹤0.01% 1382
2025
Q3 		$246K Buy
19,220
+7,796
+68% +$107K 0.01% 1250
2025
Q2 		$156K Buy
+11,424
New +$147K ﹤0.01% 1228
2025
Q1 		– Sell
-10,938
Closed -$157K – 1181
2024
Q4 		$157K Sell
10,938
-3,876
-26% -$56.2K 0.01% 873
2024
Q3 		$202K Buy
+14,814
New +$218K 0.01% 844

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arkadios Wealth Advisors's PR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Permian Resources (PR) stake by 38% in Q1 2026, buying an estimated $107K and bringing the position to 22,570 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #1128.

Arkadios Wealth Advisors first reported a position in PR in Q3 2024 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Arkadios Wealth Advisors held 22,570 shares of Permian Resources worth $481K as of Q1 2026.
  • Arkadios Wealth Advisors bought 6,218 Permian Resources shares in Q1 2026, an estimated $107K.
  • Permian Resources made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1128 holding.
  • Arkadios Wealth Advisors first reported a position in Permian Resources in Q3 2024 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.