Curio Wealth’s Permian Resources PR Stock Holding History

Curio 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	–	Sell	-17	Closed	-$362	–	867
2026 Q1	$362	Buy	+17	New	+$294	﹤0.01%	583

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

Curio Wealth's PR Position: Q2 2026 in Review

Curio Wealth sold out of Permian Resources (PR) in Q2 2026, closing a stake of 17 shares — an estimated $362 sold.

Curio Wealth first reported a position in PR in Q1 2026 and held it in 1 quarter. The position peaked at $362 in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Curio Wealth reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 17 Permian Resources shares in Q2 2026, an estimated $362.
Curio Wealth first reported a position in Permian Resources in Q1 2026 and held it in 1 quarter.
Curio Wealth's Permian Resources position peaked at $362 in Q1 2026.
619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.