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EP Wealth Advisors’s Par Pacific Holdings PARR Stock Holding History

EP Wealth Advisors’s Portfolio PARR Stock Details PARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$406K Sell
7,235
-354
-5% -$21.1K ﹤0.01% 1128
2026
Q1 		$475K Buy
+7,589
New +$340K ﹤0.01% 917

Other funds holding PARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EP Wealth Advisors's PARR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Par Pacific Holdings (PARR) stake by 4.7% in Q2 2026, selling an estimated $21.1K and leaving 7,235 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

EP Wealth Advisors first reported a position in PARR in Q1 2026 and has held it in 2 quarters since. The position peaked at $475K in Q1 2026. 370 funds tracked by Wall St. Rank hold PARR as of Q2 2026.

  • EP Wealth Advisors held 7,235 shares of Par Pacific Holdings worth $406K as of Q2 2026.
  • EP Wealth Advisors sold 354 Par Pacific Holdings shares in Q2 2026, an estimated $21.1K.
  • Par Pacific Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1128 holding.
  • EP Wealth Advisors first reported a position in Par Pacific Holdings in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Par Pacific Holdings position peaked at $475K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Par Pacific Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.