Wealth Enhancement Advisory Services
PR

Wealth Enhancement Advisory Services’s Permian Resources PR Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.89M Buy
271,232
+60,038
+28% +$1.21M 0.01% 1012
2026
Q1 		$4.2M Buy
211,194
+54,986
+35% +$949K 0.01% 971
2025
Q4 		$2.13M Buy
156,208
+4,525
+3% +$60.8K ﹤0.01% 1475
2025
Q3 		$1.91M Sell
151,683
-19,231
-11% -$264K ﹤0.01% 1469
2025
Q2 		$2.4M Sell
170,914
-8,855
-5% -$114K ﹤0.01% 1262
2025
Q1 		$2.49M Buy
179,769
+31,812
+22% +$455K ﹤0.01% 1139
2024
Q4 		$2.13M Sell
147,957
-10,277
-6% -$149K ﹤0.01% 1153
2024
Q3 		$2.15M Buy
158,234
+2,360
+2% +$34.7K ﹤0.01% 1010
2024
Q2 		$2.52M Buy
155,874
+4,459
+3% +$73.9K 0.01% 898
2024
Q1 		$2.67M Buy
151,415
+58,090
+62% +$852K 0.01% 848
2023
Q4 		$1.27M Buy
93,325
+4,260
+5% +$58.3K ﹤0.01% 1071
2023
Q3 		$1.24M Buy
+89,065
New +$1.12M ﹤0.01% 1013

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's PR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Permian Resources (PR) stake by 28% in Q2 2026, buying an estimated $1.21M and bringing the position to 271,232 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #1012.

Wealth Enhancement Advisory Services first reported a position in PR in Q3 2023 and has held it in 12 quarters since. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 271,232 shares of Permian Resources worth $4.89M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 60,038 Permian Resources shares in Q2 2026, an estimated $1.21M.
  • Permian Resources made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1012 holding.
  • Wealth Enhancement Advisory Services first reported a position in Permian Resources in Q3 2023 and has held it in 12 quarters since.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.