WPA
PR

Wealth Preservation Advisors’s Permian Resources PR Stock Holding History

Wealth Preservation 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 		– Sell
-1,260
Closed -$26.9K – 721
2026
Q1 		$26.9K Buy
+1,260
New +$21.8K 0.02% 270

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 Preservation Advisors's PR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Permian Resources (PR) in Q2 2026, closing a stake of 1,260 shares — an estimated $26.9K sold.

Wealth Preservation Advisors first reported a position in PR in Q1 2026 and held it in 1 quarter. The position peaked at $26.9K in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,260 Permian Resources shares in Q2 2026, an estimated $26.9K.
  • Wealth Preservation Advisors first reported a position in Permian Resources in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Permian Resources position peaked at $26.9K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.