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

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return