Corient Private Wealth
PR

Corient Private Wealth’s Permian Resources PR Stock Holding History

Corient Private Wealth’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 		$3.16M Sell
171,621
-20,422
-11% -$410K ﹤0.01% 1091
2026
Q1 		$4.09M Buy
192,043
+111,279
+138% +$1.92M 0.01% 927
2025
Q4 		$1.13M Buy
80,764
+35,905
+80% +$482K ﹤0.01% 1451
2025
Q3 		$574K Buy
44,859
+2,282
+5% +$31.3K ﹤0.01% 1720
2025
Q2 		$580K Sell
42,577
-14,400
-25% -$185K ﹤0.01% 1627
2025
Q1 		$789K Buy
56,977
+16,424
+41% +$235K ﹤0.01% 1383
2024
Q4 		$583K Buy
40,553
+18,069
+80% +$262K ﹤0.01% 1532
2024
Q3 		$306K Sell
22,484
-27,320
-55% -$401K ﹤0.01% 2000
2024
Q2 		$804K Buy
+49,804
New +$825K ﹤0.01% 1415

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

Corient Private Wealth's PR Position: Q2 2026 in Review

Corient Private Wealth reduced its Permian Resources (PR) stake by 11% in Q2 2026, selling an estimated $410K and leaving 171,621 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Corient Private Wealth first reported a position in PR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.09M in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Corient Private Wealth held 171,621 shares of Permian Resources worth $3.16M as of Q2 2026.
  • Corient Private Wealth sold 20,422 Permian Resources shares in Q2 2026, an estimated $410K.
  • Permian Resources made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1091 holding.
  • Corient Private Wealth first reported a position in Permian Resources in Q2 2024 and has held it in 9 quarters since.
  • Corient Private Wealth's Permian Resources position peaked at $4.09M in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.