AHC
PR

Adell Harriman & Carpenter’s Permian Resources PR Stock Holding History

Adell Harriman & Carpenter’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
Q1 		– Sell
-14,411
Closed -$202K – 171
2025
Q4 		$202K Hold
14,411
– – 0.01% 167
2025
Q3 		$184K Hold
14,411
– – 0.01% 168
2025
Q2 		$196K Hold
14,411
– – 0.01% 172
2025
Q1 		$200K Hold
14,411
– – 0.02% 169
2024
Q4 		$207K Hold
14,411
– – 0.01% 163
2024
Q3 		$196K Hold
14,411
– – 0.01% 159
2024
Q2 		$233K Hold
14,411
– – 0.02% 151
2024
Q1 		$254K Hold
14,411
– – 0.02% 154
2023
Q4 		$196K Buy
+14,411
New +$197K 0.02% 160

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Adell Harriman & Carpenter's PR Position: Q1 2026 in Review

Adell Harriman & Carpenter sold out of Permian Resources (PR) in Q1 2026, closing a stake of 14,411 shares — an estimated $202K sold.

Adell Harriman & Carpenter first reported a position in PR in Q4 2023 and held it in 9 quarters. The position peaked at $254K in Q1 2024. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Adell Harriman & Carpenter reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 14,411 Permian Resources shares in Q1 2026, an estimated $202K.
  • Adell Harriman & Carpenter first reported a position in Permian Resources in Q4 2023 and held it in 9 quarters.
  • Adell Harriman & Carpenter's Permian Resources position peaked at $254K in Q1 2024.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.