BHWM
PR

Beaird Harris Wealth Management’s Permian Resources PR Stock Holding History

Beaird Harris 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
2025
Q4 		– Sell
-77
Closed -$986 – 747
2025
Q3 		$986 Buy
+77
New +$1.06K ﹤0.01% 576

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beaird Harris Wealth Management's PR Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Permian Resources (PR) in Q4 2025, closing a stake of 77 shares — an estimated $986 sold.

Beaird Harris Wealth Management first reported a position in PR in Q3 2025 and held it in 1 quarter. The position peaked at $986 in Q3 2025. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 77 Permian Resources shares in Q4 2025, an estimated $986.
  • Beaird Harris Wealth Management first reported a position in Permian Resources in Q3 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Permian Resources position peaked at $986 in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.