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Atwood & Palmer’s Permian Resources PR Stock Holding History

Atwood & Palmer’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
Q3 		$54.2K Hold
2,568
– – ﹤0.01% 254
2026
Q2 		$47.3K Hold
2,568
– – ﹤0.01% 253
2026
Q1 		$54.8K Hold
2,568
– – ﹤0.01% 244
2025
Q4 		$36K Hold
2,568
– – ﹤0.01% 261
2025
Q3 		$32.9K Sell
2,568
-7,000
-73% -$96K ﹤0.01% 284
2025
Q2 		$130K Buy
+9,568
New +$123K 0.01% 171

Other funds holding PR

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Atwood & Palmer's PR Position: Q3 2026 in Review

Atwood & Palmer held its Permian Resources (PR) position steady in Q3 2026 at 2,568 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Atwood & Palmer first reported a position in PR in Q2 2025 and has held it in 6 quarters since. The position peaked at $130K in Q2 2025. 18 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Atwood & Palmer held 2,568 shares of Permian Resources worth $54.2K as of Q3 2026.
  • Atwood & Palmer left its Permian Resources share count unchanged in Q3 2026.
  • Permian Resources made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #254 holding.
  • Atwood & Palmer first reported a position in Permian Resources in Q2 2025 and has held it in 6 quarters since.
  • Atwood & Palmer's Permian Resources position peaked at $130K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.