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 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

VFM

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

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

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

Physician Wealth Advisors increased its Permian Resources (PR) stake by 36% in Q2 2026, buying an estimated $522 and bringing the position to 99 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Physician Wealth Advisors first reported a position in PR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.11K in Q1 2025. 79 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Physician Wealth Advisors held 99 shares of Permian Resources worth $1.82K as of Q2 2026.
Physician Wealth Advisors bought 26 Permian Resources shares in Q2 2026, an estimated $522.
Permian Resources made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1547 holding.
Physician Wealth Advisors first reported a position in Permian Resources in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Permian Resources position peaked at $2.11K in Q1 2025.
79 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

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