EPIM
PR

Evelyn Partners Investment Management’s Permian Resources PR Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$30.6K Hold
1,436
– – ﹤0.01% 314
2025
Q4 		$20.1K Hold
1,436
– – ﹤0.01% 336
2025
Q3 		$18.4K Hold
1,436
– – ﹤0.01% 332
2025
Q2 		$19.6K Hold
1,436
– – ﹤0.01% 336
2025
Q1 		$19.9K Hold
1,436
– – ﹤0.01% 332
2024
Q4 		$20.6K Buy
+1,436
New +$20.8K ﹤0.01% 325

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evelyn Partners Investment Management's PR Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Permian Resources (PR) position steady in Q1 2026 at 1,436 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Evelyn Partners Investment Management first reported a position in PR in Q4 2024 and has held it in 6 quarters since. 615 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Evelyn Partners Investment Management held 1,436 shares of Permian Resources worth $30.6K as of Q1 2026.
  • Evelyn Partners Investment Management left its Permian Resources share count unchanged in Q1 2026.
  • Permian Resources made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #314 holding.
  • Evelyn Partners Investment Management first reported a position in Permian Resources in Q4 2024 and has held it in 6 quarters since.
  • 615 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.