C
PR

Covestor’s Permian Resources PR Stock Holding History

Covestor’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 		$111K Sell
5,227
-12,857
-71% -$222K 0.08% 252
2025
Q4 		$254K Buy
18,084
+1,676
+10% +$22.5K 0.13% 145
2025
Q3 		$210K Sell
16,408
-977
-6% -$13.4K 0.12% 193
2025
Q2 		$237K Buy
17,385
+1,009
+6% +$13K 0.14% 121
2025
Q1 		$227K Sell
16,376
-1,693
-9% -$24.2K 0.15% 118
2024
Q4 		$260K Buy
18,069
+7,494
+71% +$109K 0.16% 89
2024
Q3 		$144K Sell
10,575
-199
-2% -$2.92K 0.09% 328
2024
Q2 		$174K Buy
10,774
+2,017
+23% +$33.4K 0.11% 202
2024
Q1 		$155K Buy
8,757
+509
+6% +$7.47K 0.1% 268
2023
Q4 		$112K Sell
8,248
-1,505
-15% -$20.6K 0.08% 423
2023
Q3 		$136K Buy
9,753
+6,998
+254% +$88K 0.1% 263
2023
Q2 		$30K Sell
2,755
-124
-4% -$1.27K 0.02% 985
2023
Q1 		$30K Sell
2,879
-692
-19% -$7.07K 0.03% 884
2022
Q4 		$34K Buy
3,571
+3,540
+11,419% +$33.9K 0.03% 876
2022
Q3 		$0 Sell
31
-260
-89% -$1.8K ﹤0.01% 2453
2022
Q2 		$2K Buy
291
+226
+348% +$1.81K ﹤0.01% 1626
2022
Q1 		$1K Sell
65
-17
-21% -$134 ﹤0.01% 1922
2021
Q4 		$0 Buy
+82
New +$559 ﹤0.01% 2304

Other funds holding PR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return