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Steel Grove Capital Advisors’s Permian Resources PR Stock Holding History

Steel Grove Capital 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 		$278K Hold
13,147
– – 0.02% 181
2026
Q2 		$242K Hold
13,147
– – 0.02% 197
2026
Q1 		$280K Hold
13,147
– – 0.03% 175
2025
Q4 		$184K Buy
+13,147
New +$177K 0.02% 194

Other funds holding PR

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steel Grove Capital Advisors's PR Position: Q3 2026 in Review

Steel Grove Capital Advisors held its Permian Resources (PR) position steady in Q3 2026 at 13,147 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #181.

Steel Grove Capital Advisors first reported a position in PR in Q4 2025 and has held it in 4 quarters since. The position peaked at $280K in Q1 2026. 30 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Steel Grove Capital Advisors held 13,147 shares of Permian Resources worth $278K as of Q3 2026.
  • Steel Grove Capital Advisors left its Permian Resources share count unchanged in Q3 2026.
  • Permian Resources made up 0.02% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #181 holding.
  • Steel Grove Capital Advisors first reported a position in Permian Resources in Q4 2025 and has held it in 4 quarters since.
  • Steel Grove Capital Advisors's Permian Resources position peaked at $280K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.