Envestnet Portfolio Solutions
PR

Envestnet Portfolio Solutions’s Permian Resources PR Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-10,018
Closed -$128K – 1539
2025
Q3 		$128K Buy
+10,018
New +$137K ﹤0.01% 1434
2025
Q2 		– Sell
-15,400
Closed -$213K – 1618
2025
Q1 		$213K Sell
15,400
-4,244
-22% -$60.8K ﹤0.01% 1474
2024
Q4 		$282K Buy
19,644
+4,260
+28% +$61.7K ﹤0.01% 1532
2024
Q3 		$209K Buy
15,384
+1,840
+14% +$27K ﹤0.01% 1631
2024
Q2 		$219K Sell
13,544
-1,500
-10% -$24.9K ﹤0.01% 1545
2024
Q1 		$266K Sell
15,044
-639
-4% -$9.38K ﹤0.01% 1423
2023
Q4 		$213K Sell
15,683
-4,777
-23% -$65.4K ﹤0.01% 1466
2023
Q3 		$286K Buy
+20,460
New +$257K ﹤0.01% 1252

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Envestnet Portfolio Solutions's PR Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Permian Resources (PR) in Q4 2025, closing a stake of 10,018 shares — an estimated $128K sold.

Envestnet Portfolio Solutions first reported a position in PR in Q3 2023 and held it in 8 quarters. The position peaked at $286K in Q3 2023. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,018 Permian Resources shares in Q4 2025, an estimated $128K.
  • Envestnet Portfolio Solutions first reported a position in Permian Resources in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Permian Resources position peaked at $286K in Q3 2023.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.