CAL
PR

Capital Advisors Ltd’s Permian Resources PR Stock Holding History

Capital Advisors Ltd’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 		$5K Hold
251
– – ﹤0.01% 978
2026
Q1 		$5K Hold
251
– – ﹤0.01% 964
2025
Q4 		$4K Buy
251
+193
+333% +$2.59K ﹤0.01% 985
2025
Q3 		$1K Hold
58
– – ﹤0.01% 1267
2025
Q2 		$1K Sell
58
-267
-82% -$3.43K ﹤0.01% 1250
2025
Q1 		$5K Buy
325
+285
+713% +$4.08K ﹤0.01% 921
2024
Q4 		$1K Buy
+40
New +$580 ﹤0.01% 1278

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

Capital Advisors Ltd's PR Position: Q2 2026 in Review

Capital Advisors Ltd held its Permian Resources (PR) position steady in Q2 2026 at 251 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Capital Advisors Ltd first reported a position in PR in Q4 2024 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Capital Advisors Ltd held 251 shares of Permian Resources worth $5K as of Q2 2026.
  • Capital Advisors Ltd left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #978 holding.
  • Capital Advisors Ltd first reported a position in Permian Resources in Q4 2024 and has held it in 7 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.