BWA
PR

Basecamp Wealth Advisors’s Permian Resources PR Stock Holding History

Basecamp 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 		$12.6K Hold
687
– – ﹤0.01% 950
2026
Q1 		$14.6K Buy
687
+609
+781% +$10.5K ﹤0.01% 915
2025
Q4 		$1.09K Buy
+78
New +$1.05K ﹤0.01% 1476

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

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

Basecamp Wealth Advisors held its Permian Resources (PR) position steady in Q2 2026 at 687 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Basecamp Wealth Advisors first reported a position in PR in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.6K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Basecamp Wealth Advisors held 687 shares of Permian Resources worth $12.6K as of Q2 2026.
  • Basecamp Wealth Advisors left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #950 holding.
  • Basecamp Wealth Advisors first reported a position in Permian Resources in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Permian Resources position peaked at $14.6K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.