Carson Wealth (CWM LLC)
PR

Carson Wealth (CWM LLC)’s Permian Resources PR Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.77M Buy
176,776
+158,417
+863% +$2.74M 0.01% 931
2025
Q4 		$258K Buy
18,359
+9,326
+103% +$125K ﹤0.01% 2357
2025
Q3 		$116K Buy
9,033
+2,873
+47% +$39.4K ﹤0.01% 2861
2025
Q2 		$84K Buy
6,160
+53
+0.9% +$682 ﹤0.01% 2867
2025
Q1 		$85K Sell
6,107
-2,450
-29% -$35.1K ﹤0.01% 2562
2024
Q4 		$123K Sell
8,557
-125
-1% -$1.81K ﹤0.01% 2154
2024
Q3 		$118K Buy
8,682
+3,698
+74% +$54.3K ﹤0.01% 2102
2024
Q2 		$80K Buy
4,984
+389
+8% +$6.45K ﹤0.01% 2134
2024
Q1 		$81K Buy
4,595
+2,053
+81% +$30.1K ﹤0.01% 2007
2023
Q4 		$35K Buy
2,542
+411
+19% +$5.63K ﹤0.01% 2397
2023
Q3 		$30K Buy
2,131
+10
+0.5% +$126 ﹤0.01% 2414
2023
Q2 		$23K Buy
2,121
+381
+22% +$3.9K ﹤0.01% 2550
2023
Q1 		$18K Buy
1,740
+111
+7% +$1.13K ﹤0.01% 2583
2022
Q4 		$15K Buy
1,629
+133
+9% +$1.27K ﹤0.01% 2571
2022
Q3 		$10K Buy
1,496
+618
+70% +$4.27K ﹤0.01% 2694
2022
Q2 		$5K Buy
878
+82
+10% +$655 ﹤0.01% 3002
2022
Q1 		$6K Hold
796
– – ﹤0.01% 2775
2021
Q4 		$5K Buy
+796
New +$5.42K ﹤0.01% 2747
2021
Q2 		$5K Hold
796
– – ﹤0.01% 2371
2021
Q1 		$5K Hold
796
– – ﹤0.01% 2371
2020
Q4 		$5K Hold
796
– – ﹤0.01% 2371
2020
Q3 		$5K Hold
796
– – ﹤0.01% 2371
2020
Q2 		$5K Hold
796
– – ﹤0.01% 2368
2020
Q1 		$5K Hold
796
– – ﹤0.01% 2368
2019
Q4 		$5K Hold
796
– – ﹤0.01% 2368
2019
Q3 		$5K Hold
796
– – ﹤0.01% 2368
2019
Q2 		$5K Hold
796
– – ﹤0.01% 2368
2019
Q1 		$5K Buy
796
+741
+1,347% +$8.42K ﹤0.01% 2367
2018
Q4 		$1K Sell
55
-35
-39% -$601 ﹤0.01% 1965
2018
Q3 		$2K Buy
+90
New +$1.69K ﹤0.01% 1552

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Permian Resources (PR) stake by 863% in Q1 2026, buying an estimated $2.74M and bringing the position to 176,776 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #931.

Carson Wealth (CWM LLC) first reported a position in PR in Q3 2018 and has held it in 30 quarters since. 616 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 176,776 shares of Permian Resources worth $3.77M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 158,417 Permian Resources shares in Q1 2026, an estimated $2.74M.
  • Permian Resources made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #931 holding.
  • Carson Wealth (CWM LLC) first reported a position in Permian Resources in Q3 2018 and has held it in 30 quarters since.
  • 616 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.