Avantax Advisory Services’s Permian Resources PR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.96M	Buy	144,186 +2,735	+2%	+$35.2K	0.01%	807
2025 Q1	$1.96M	Buy	141,451 +3,843	+3%	+$55K	0.01%	752
2024 Q4	$1.98M	Sell	137,608 -2,636	-2%	-$38.2K	0.01%	713
2024 Q3	$1.91M	Buy	140,244 +7,287	+5%	+$107K	0.01%	718
2024 Q2	$2.15M	Buy	132,957 +110,050	+480%	+$1.82M	0.02%	640
2024 Q1	$405K	Buy	22,907 +203	+0.9%	+$2.98K	﹤0.01%	1146
2023 Q4	$309K	Buy	22,704 +205	+0.9%	+$2.81K	﹤0.01%	1221
2023 Q3	$314K	Buy	22,499 +171	+0.8%	+$2.15K	﹤0.01%	1174
2023 Q2	$245K	Buy	22,328 +221	+1%	+$2.26K	﹤0.01%	1292
2023 Q1	$232K	Buy	+22,107	New	+$226K	﹤0.01%	1286

Other funds holding PR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Avantax Advisory Services's PR Position: Q2 2025 in Review

Avantax Advisory Services increased its Permian Resources (PR) stake by 1.9% in Q2 2025, buying an estimated $35.2K and bringing the position to 144,186 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #807.

Avantax Advisory Services first reported a position in PR in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.15M in Q2 2024. 550 funds tracked by Wall St. Rank hold PR as of Q2 2025.

Avantax Advisory Services held 144,186 shares of Permian Resources worth $1.96M as of Q2 2025.
Avantax Advisory Services bought 2,735 Permian Resources shares in Q2 2025, an estimated $35.2K.
Permian Resources made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #807 holding.
Avantax Advisory Services first reported a position in Permian Resources in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's Permian Resources position peaked at $2.15M in Q2 2024.
550 funds tracked by Wall St. Rank held Permian Resources as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.