FGAM
PR

Financial Gravity Asset Management’s Permian Resources PR Stock Holding History

Financial Gravity Asset Management’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
Q1 		$10.7K Hold
501
– – ﹤0.01% 558
2025
Q4 		$7.03K Buy
501
+500
+50,000% +$6.71K ﹤0.01% 528
2025
Q3 		$13 Buy
+1
New +$14 ﹤0.01% 944
2025
Q1 		$14 Buy
+1
New +$14 ﹤0.01% 1027

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Financial Gravity Asset Management's PR Position: Q1 2026 in Review

Financial Gravity Asset Management held its Permian Resources (PR) position steady in Q1 2026 at 501 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Financial Gravity Asset Management first reported a position in PR in Q1 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Financial Gravity Asset Management held 501 shares of Permian Resources worth $10.7K as of Q1 2026.
  • Financial Gravity Asset Management left its Permian Resources share count unchanged in Q1 2026.
  • Permian Resources made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #558 holding.
  • Financial Gravity Asset Management first reported a position in Permian Resources in Q1 2025 and has held it in 4 quarters since.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.