WFA
PR

West Financial Advisors’s Permian Resources PR Stock Holding History

West Financial 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 		$1.29K Buy
70
+1
+1% +$20 ﹤0.01% 182
2026
Q1 		$1.48K Hold
69
– – ﹤0.01% 167
2025
Q4 		$966 Buy
69
+1
+1% +$13 ﹤0.01% 220
2025
Q3 		$872 Buy
68
+1
+1% +$14 ﹤0.01% 177
2025
Q2 		$918 Hold
67
– – ﹤0.01% 194
2025
Q1 		$923 Buy
67
+1
+2% +$14 ﹤0.01% 190
2024
Q4 		$948 Buy
66
+1
+2% +$14 ﹤0.01% 187
2024
Q3 		$889 Hold
65
– – ﹤0.01% 176
2024
Q2 		$1.05K Buy
+65
New +$1.08K ﹤0.01% 147

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

West Financial Advisors's PR Position: Q2 2026 in Review

West Financial Advisors increased its Permian Resources (PR) stake by 1.4% in Q2 2026, buying an estimated $20 and bringing the position to 70 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

West Financial Advisors first reported a position in PR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.48K in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • West Financial Advisors held 70 shares of Permian Resources worth $1.29K as of Q2 2026.
  • West Financial Advisors bought 1 Permian Resources share in Q2 2026, an estimated $20.
  • Permian Resources made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • West Financial Advisors first reported a position in Permian Resources in Q2 2024 and has held it in 9 quarters since.
  • West Financial Advisors's Permian Resources position peaked at $1.48K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.