Physician Wealth Advisors’s Permian Resources PR Stock Holding History

Physician 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 Q3	$2.54K	Buy	120 +21	+21%	+$452	﹤0.01%	1460
2026 Q2	$1.82K	Buy	99 +26	+36%	+$522	﹤0.01%	1547
2026 Q1	$1.56K	Hold	73	–	–	﹤0.01%	1462
2025 Q4	$1.02K	Hold	73	–	–	﹤0.01%	1609
2025 Q3	$935	Buy	+73	New	+$1K	﹤0.01%	1624
2025 Q2	–	Sell	-152	Closed	-$2.11K	–	1936
2025 Q1	$2.11K	Buy	+152	New	+$2.18K	﹤0.01%	856

Other funds holding PR

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Physician Wealth Advisors's PR Position: Q3 2026 in Review

Physician Wealth Advisors increased its Permian Resources (PR) stake by 21% in Q3 2026, buying an estimated $452 and bringing the position to 120 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Physician Wealth Advisors first reported a position in PR in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold PR as of Q3 2026.

Physician Wealth Advisors held 120 shares of Permian Resources worth $2.54K as of Q3 2026.
Physician Wealth Advisors bought 21 Permian Resources shares in Q3 2026, an estimated $452.
Permian Resources made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1460 holding.
Physician Wealth Advisors first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.