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Valued Wealth Advisors’s Permian Resources PR Stock Holding History

Valued 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 		$3.48K Buy
189
+37
+24% +$743 ﹤0.01% 542
2026
Q1 		$3.24K Buy
152
+148
+3,700% +$2.56K ﹤0.01% 467
2025
Q4 		$57 Buy
4
+1
+33% +$13 ﹤0.01% 631
2025
Q3 		$39 Sell
3
-15
-83% -$206 ﹤0.01% 615
2025
Q2 		$251 Hold
18
– – ﹤0.01% 565
2025
Q1 		$253 Hold
18
– – ﹤0.01% 596
2024
Q4 		$259 Buy
18
+4
+29% +$58 ﹤0.01% 597
2024
Q3 		$191 Hold
14
– – ﹤0.01% 598
2024
Q2 		$227 Buy
+14
New +$232 ﹤0.01% 554

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Valued Wealth Advisors increased its Permian Resources (PR) stake by 24% in Q2 2026, buying an estimated $743 and bringing the position to 189 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Valued Wealth Advisors first reported a position in PR in Q2 2024 and has held it in 9 quarters since. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Valued Wealth Advisors held 189 shares of Permian Resources worth $3.48K as of Q2 2026.
  • Valued Wealth Advisors bought 37 Permian Resources shares in Q2 2026, an estimated $743.
  • Permian Resources made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #542 holding.
  • Valued Wealth Advisors first reported a position in Permian Resources in Q2 2024 and has held it in 9 quarters since.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.