ACA
PR

Aptus Capital Advisors’s Permian Resources PR Stock Holding History

Aptus Capital 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 		$5.81M Sell
315,512
-1,507
-0.5% -$30.3K 0.04% 333
2026
Q1 		$6.76M Buy
317,019
+22,467
+8% +$388K 0.05% 288
2025
Q4 		$4.13M Buy
294,552
+29,838
+11% +$401K 0.03% 347
2025
Q3 		$3.39M Buy
264,714
+28,032
+12% +$384K 0.02% 366
2025
Q2 		$3.22M Buy
236,682
+51,176
+28% +$658K 0.03% 353
2025
Q1 		$2.57M Buy
185,506
+107,219
+137% +$1.54M 0.03% 362
2024
Q4 		$1.13M Buy
78,287
+59,653
+320% +$865K 0.01% 481
2024
Q3 		$254K Buy
18,634
+173
+0.9% +$2.54K ﹤0.01% 704
2024
Q2 		$298K Sell
18,461
-1,288
-7% -$21.3K 0.01% 625
2024
Q1 		$349K Buy
19,749
+999
+5% +$14.7K 0.01% 591
2023
Q4 		$255K Sell
18,750
-1,565
-8% -$21.4K 0.01% 493
2023
Q3 		$284K Buy
20,315
+2,249
+12% +$28.3K 0.01% 485
2023
Q2 		$198K Hold
18,066
– – ﹤0.01% 485
2023
Q1 		$190K Buy
+18,066
New +$184K 0.01% 474

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

Aptus Capital Advisors's PR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Permian Resources (PR) stake by 0.48% in Q2 2026, selling an estimated $30.3K and leaving 315,512 shares worth $5.81M. The position accounts for 0.04% of the portfolio, ranked #333.

Aptus Capital Advisors first reported a position in PR in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.76M in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Aptus Capital Advisors held 315,512 shares of Permian Resources worth $5.81M as of Q2 2026.
  • Aptus Capital Advisors sold 1,507 Permian Resources shares in Q2 2026, an estimated $30.3K.
  • Permian Resources made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #333 holding.
  • Aptus Capital Advisors first reported a position in Permian Resources in Q1 2023 and has held it in 14 quarters since.
  • Aptus Capital Advisors's Permian Resources position peaked at $6.76M in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.