AWM
PR

Avior Wealth Management’s Permian Resources PR Stock Holding History

Avior 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 		$277K Sell
15,061
-2,508
-14% -$50.4K 0.01% 677
2026
Q1 		$375K Sell
17,569
-1,447
-8% -$25K 0.01% 615
2025
Q4 		$267K Sell
19,016
-2,916
-13% -$39.2K 0.01% 647
2025
Q3 		$281K Buy
21,932
+17
+0.1% +$233 0.01% 614
2025
Q2 		$298K Sell
21,915
-89,855
-80% -$1.16M 0.01% 573
2025
Q1 		$1.55M Hold
111,770
– – 0.06% 204
2024
Q4 		$1.61M Sell
111,770
-2,831
-2% -$41K 0.06% 207
2024
Q3 		$1.56M Buy
114,601
+1,007
+0.9% +$14.8K 0.06% 205
2024
Q2 		$1.83M Buy
113,594
+527
+0.5% +$8.73K 0.08% 170
2024
Q1 		$2M Buy
113,067
+79,117
+233% +$1.16M 0.09% 158
2023
Q4 		$462K Buy
33,950
+6,379
+23% +$87.3K 0.03% 363
2023
Q3 		$385K Buy
+27,571
New +$347K 0.03% 389

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

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

Avior Wealth Management reduced its Permian Resources (PR) stake by 14% in Q2 2026, selling an estimated $50.4K and leaving 15,061 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #677.

Avior Wealth Management first reported a position in PR in Q3 2023 and has held it in 12 quarters since. The position peaked at $2M in Q1 2024. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Avior Wealth Management held 15,061 shares of Permian Resources worth $277K as of Q2 2026.
  • Avior Wealth Management sold 2,508 Permian Resources shares in Q2 2026, an estimated $50.4K.
  • Permian Resources made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #677 holding.
  • Avior Wealth Management first reported a position in Permian Resources in Q3 2023 and has held it in 12 quarters since.
  • Avior Wealth Management's Permian Resources position peaked at $2M in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.