JWA
PR

JFS Wealth Advisors’s Permian Resources PR Stock Holding History

JFS 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 		$8.67K Buy
471
+39
+9% +$783 ﹤0.01% 1070
2026
Q1 		$9.21K Buy
432
+62
+17% +$1.07K ﹤0.01% 981
2025
Q4 		$5.19K Buy
370
+219
+145% +$2.94K ﹤0.01% 1229
2025
Q3 		$1.93K Hold
151
– – ﹤0.01% 1449
2025
Q2 		$2.06K Buy
151
+120
+387% +$1.54K ﹤0.01% 1385
2025
Q1 		$430 Sell
31
-351
-92% -$5.03K ﹤0.01% 1788
2024
Q4 		$5.49K Buy
382
+219
+134% +$3.17K ﹤0.01% 1096
2024
Q3 		$2.22K Buy
163
+9
+6% +$132 ﹤0.01% 1438
2024
Q2 		$2.49K Buy
154
+123
+397% +$2.04K ﹤0.01% 1354
2024
Q1 		$548 Sell
31
-97
-76% -$1.42K ﹤0.01% 1770
2023
Q4 		$1.74K Buy
128
+33
+35% +$452 ﹤0.01% 1490
2023
Q3 		$1.33K Buy
95
+1
+1% +$13 ﹤0.01% 1512
2023
Q2 		$1.03K Buy
94
+1
+1% +$10 ﹤0.01% 1595
2023
Q1 		$977 Buy
93
+51
+121% +$521 ﹤0.01% 1588
2022
Q4 		$395 Hold
42
– – ﹤0.01% 1769
2022
Q3 		$0 Buy
42
+7
+20% +$48 ﹤0.01% 1881
2022
Q2 		$0 Buy
35
+21
+150% +$168 ﹤0.01% 1894
2022
Q1 		$0 Buy
14
+9
+180% +$71 ﹤0.01% 1932
2021
Q4 		$0 Buy
+5
New +$34 ﹤0.01% 1840

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

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

JFS Wealth Advisors increased its Permian Resources (PR) stake by 9% in Q2 2026, buying an estimated $783 and bringing the position to 471 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

JFS Wealth Advisors first reported a position in PR in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.21K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • JFS Wealth Advisors held 471 shares of Permian Resources worth $8.67K as of Q2 2026.
  • JFS Wealth Advisors bought 39 Permian Resources shares in Q2 2026, an estimated $783.
  • Permian Resources made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1070 holding.
  • JFS Wealth Advisors first reported a position in Permian Resources in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Permian Resources position peaked at $9.21K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.