Physician Wealth Advisors’s Infinity Natural Resources INR Stock Holding History

Physician Wealth Advisors’s Portfolio INR Stock Details INR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69K	Hold	133	–	–	﹤0.01%	1570
2026 Q1	$2.34K	Hold	133	–	–	﹤0.01%	1284
2025 Q4	$1.96K	Buy	+133	New	+$1.74K	﹤0.01%	1298
2025 Q3	–	Sell	-62	Closed	-$1.14K	–	2073
2025 Q2	$1.14K	Buy	+62	New	+$1.06K	﹤0.01%	1317

Other funds holding INR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Physician Wealth Advisors's INR Position: Q2 2026 in Review

Physician Wealth Advisors held its Infinity Natural Resources (INR) position steady in Q2 2026 at 133 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Physician Wealth Advisors first reported a position in INR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.34K in Q1 2026. 32 funds tracked by Wall St. Rank hold INR as of Q2 2026.

Physician Wealth Advisors held 133 shares of Infinity Natural Resources worth $1.69K as of Q2 2026.
Physician Wealth Advisors left its Infinity Natural Resources share count unchanged in Q2 2026.
Infinity Natural Resources made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1570 holding.
Physician Wealth Advisors first reported a position in Infinity Natural Resources in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Infinity Natural Resources position peaked at $2.34K in Q1 2026.
32 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.