DADC
PR

D.A. Davidson & Co’s Permian Resources PR Stock Holding History

D.A. Davidson & Co’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
2025
Q2 		– Sell
-12,010
Closed -$166K – 1494
2025
Q1 		$166K Sell
12,010
-2,252
-16% -$32.2K ﹤0.01% 1343
2024
Q4 		$205K Buy
14,262
+4,252
+42% +$61.6K ﹤0.01% 1332
2024
Q3 		$136K Hold
10,010
– – ﹤0.01% 1330
2024
Q2 		$162K Hold
10,010
– – ﹤0.01% 1303
2024
Q1 		$177K Hold
10,010
– – ﹤0.01% 1303
2023
Q4 		$136K Buy
+10,010
New +$137K ﹤0.01% 1301

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

D.A. Davidson & Co's PR Position: Q2 2025 in Review

D.A. Davidson & Co sold out of Permian Resources (PR) in Q2 2025, closing a stake of 12,010 shares — an estimated $166K sold.

D.A. Davidson & Co first reported a position in PR in Q4 2023 and held it in 6 quarters. The position peaked at $205K in Q4 2024. 550 funds tracked by Wall St. Rank hold PR as of Q2 2025.

  • D.A. Davidson & Co reported no remaining Permian Resources position as of Q2 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 12,010 Permian Resources shares in Q2 2025, an estimated $166K.
  • D.A. Davidson & Co first reported a position in Permian Resources in Q4 2023 and held it in 6 quarters.
  • D.A. Davidson & Co's Permian Resources position peaked at $205K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Permian Resources as of Q2 2025.

Based on D.A. Davidson & Co's 13F filing for Q2 2025, filed 30 Jul 2025.