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
Q2 		$467K Buy
25,363
+2,793
+12% +$56.1K 0.01% 1162
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arkadios Wealth Advisors's PR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Permian Resources (PR) stake by 12% in Q2 2026, buying an estimated $56.1K and bringing the position to 25,363 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #1162.

Arkadios Wealth Advisors first reported a position in PR in Q3 2024 and has held it in 7 quarters since. The position peaked at $481K in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Arkadios Wealth Advisors held 25,363 shares of Permian Resources worth $467K as of Q2 2026.
  • Arkadios Wealth Advisors bought 2,793 Permian Resources shares in Q2 2026, an estimated $56.1K.
  • Permian Resources made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1162 holding.
  • Arkadios Wealth Advisors first reported a position in Permian Resources in Q3 2024 and has held it in 7 quarters since.
  • Arkadios Wealth Advisors's Permian Resources position peaked at $481K in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.