Curated Wealth Partners’s Permian Resources PR Stock Holding History

Curated Wealth Partners’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	$1.39M	Buy	75,682 +979	+1%	+$19.7K	0.16%	47
2026 Q1	$1.59M	Buy	74,703 +4,102	+6%	+$70.8K	0.2%	38
2025 Q4	$991K	Buy	70,601 +747	+1%	+$10K	0.11%	70
2025 Q3	$894K	Hold	69,854	–	–	0.11%	67
2025 Q2	$951K	Hold	69,854	–	–	0.11%	59
2025 Q1	$967K	Sell	69,854 -25,000	-26%	-$358K	0.13%	55
2024 Q4	$1.36M	Hold	94,854	–	–	0.16%	38
2024 Q3	$1.29M	Hold	94,854	–	–	0.17%	39
2024 Q2	$1.53M	Buy	+94,854	New	+$1.57M	0.21%	29

Other funds holding PR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Curated Wealth Partners's PR Position: Q2 2026 in Review

Curated Wealth Partners increased its Permian Resources (PR) stake by 1.3% in Q2 2026, buying an estimated $19.7K and bringing the position to 75,682 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #47.

Curated Wealth Partners first reported a position in PR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Curated Wealth Partners held 75,682 shares of Permian Resources worth $1.39M as of Q2 2026.
Curated Wealth Partners bought 979 Permian Resources shares in Q2 2026, an estimated $19.7K.
Permian Resources made up 0.16% of Curated Wealth Partners's portfolio in Q2 2026, its #47 holding.
Curated Wealth Partners first reported a position in Permian Resources in Q2 2024 and has held it in 9 quarters since.
Curated Wealth Partners's Permian Resources position peaked at $1.59M in Q1 2026.
619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.