AWM
PR

Activest Wealth Management’s Permian Resources PR Stock Holding History

Activest Wealth Management’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 		$1.2K Sell
65
-130
-67% -$2.61K ﹤0.01% 927
2026
Q1 		$4.16K Buy
+195
New +$3.37K ﹤0.01% 850
2025
Q4 		– Sell
-181
Closed -$2.32K – 1271
2025
Q3 		$2.32K Hold
181
– – ﹤0.01% 762
2025
Q2 		$2.46K Buy
+181
New +$2.33K ﹤0.01% 659
2025
Q1 		– Sell
-6
Closed -$86 – 1149
2024
Q4 		$86 Buy
+6
New +$87 ﹤0.01% 702

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

Activest Wealth Management's PR Position: Q2 2026 in Review

Activest Wealth Management reduced its Permian Resources (PR) stake by 67% in Q2 2026, selling an estimated $2.61K and leaving 65 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Activest Wealth Management first reported a position in PR in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.16K in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Activest Wealth Management held 65 shares of Permian Resources worth $1.2K as of Q2 2026.
  • Activest Wealth Management sold 130 Permian Resources shares in Q2 2026, an estimated $2.61K.
  • Permian Resources made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #927 holding.
  • Activest Wealth Management first reported a position in Permian Resources in Q4 2024 and has held it in 5 quarters since.
  • Activest Wealth Management's Permian Resources position peaked at $4.16K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.