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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return