CAWM
PR

Capital A Wealth Management’s Permian Resources PR Stock Holding History

Capital A 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
Q1 		– Sell
-3
Closed -$43 – 866
2024
Q4 		$43 Buy
+3
New +$43 ﹤0.01% 831

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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 $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital A Wealth Management's PR Position: Q1 2025 in Review

Capital A Wealth Management sold out of Permian Resources (PR) in Q1 2025, closing a stake of 3 shares — an estimated $43 sold.

Capital A Wealth Management first reported a position in PR in Q4 2024 and held it in 1 quarter. The position peaked at $43 in Q4 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Capital A Wealth Management reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 3 Permian Resources shares in Q1 2025, an estimated $43.
  • Capital A Wealth Management first reported a position in Permian Resources in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Permian Resources position peaked at $43 in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.