EWA
PR

EP Wealth Advisors’s Permian Resources PR Stock Holding History

EP Wealth Advisors’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 		$283K Buy
20,789
+323
+2% +$4.15K ﹤0.01% 1052
2025
Q1 		$283K Buy
+20,466
New +$293K ﹤0.01% 938

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

EP Wealth Advisors's PR Position: Q2 2025 in Review

EP Wealth Advisors increased its Permian Resources (PR) stake by 1.6% in Q2 2025, buying an estimated $4.15K and bringing the position to 20,789 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

EP Wealth Advisors first reported a position in PR in Q1 2025 and has held it in 2 quarters since. The position peaked at $283K in Q1 2025. 550 funds tracked by Wall St. Rank hold PR as of Q2 2025.

  • EP Wealth Advisors held 20,789 shares of Permian Resources worth $283K as of Q2 2025.
  • EP Wealth Advisors bought 323 Permian Resources shares in Q2 2025, an estimated $4.15K.
  • Permian Resources made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1052 holding.
  • EP Wealth Advisors first reported a position in Permian Resources in Q1 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Permian Resources position peaked at $283K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held Permian Resources as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.