AW
PR

Avion Wealth’s Permian Resources PR Stock Holding History

Avion Wealth’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 		$3K Buy
165
+77
+88% +$1.55K ﹤0.01% 978
2026
Q1 		$1K Hold
88
– – ﹤0.01% 1113
2025
Q4 		$1K Sell
88
-6
-6% -$81 ﹤0.01% 1110
2025
Q3 		$1K Hold
94
– – ﹤0.01% 1083
2025
Q2 		$1K Buy
+94
New +$1.21K ﹤0.01% 1042
2021
Q4 		– Sell
-100
Closed -$1K – 426
2021
Q3 		$1K Hold
100
– – ﹤0.01% 366
2021
Q2 		$1K Buy
+100
New +$517 ﹤0.01% 353

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

Avion Wealth's PR Position: Q2 2026 in Review

Avion Wealth increased its Permian Resources (PR) stake by 88% in Q2 2026, buying an estimated $1.55K and bringing the position to 165 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Avion Wealth first reported a position in PR in Q2 2021 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Avion Wealth held 165 shares of Permian Resources worth $3K as of Q2 2026.
  • Avion Wealth bought 77 Permian Resources shares in Q2 2026, an estimated $1.55K.
  • Permian Resources made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #978 holding.
  • Avion Wealth first reported a position in Permian Resources in Q2 2021 and has held it in 7 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.