LMG Wealth Partners
PARR icon

LMG Wealth Partners’s Par Pacific Holdings PARR Stock Holding History

LMG Wealth Partners’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
Q3 		$3.25M Buy
39,786
+388
+1% +$29.9K 0.52% 60
2026
Q2 		$2.21M Buy
39,398
+12,532
+47% +$746K 0.35% 80
2026
Q1 		$1.68M Buy
26,866
+5,244
+24% +$235K 0.31% 83
2025
Q4 		$760K Buy
+21,622
New +$859K 0.14% 100

Other funds holding PARR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LMG Wealth Partners's PARR Position: Q3 2026 in Review

LMG Wealth Partners increased its Par Pacific Holdings (PARR) stake by 0.98% in Q3 2026, buying an estimated $29.9K and bringing the position to 39,786 shares worth $3.25M. The position accounts for 0.52% of the portfolio, ranked #60.

LMG Wealth Partners first reported a position in PARR in Q4 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold PARR as of Q3 2026.

  • LMG Wealth Partners held 39,786 shares of Par Pacific Holdings worth $3.25M as of Q3 2026.
  • LMG Wealth Partners bought 388 Par Pacific Holdings shares in Q3 2026, an estimated $29.9K.
  • Par Pacific Holdings made up 0.52% of LMG Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • LMG Wealth Partners first reported a position in Par Pacific Holdings in Q4 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held Par Pacific Holdings as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.