ECM
PR

Evergreen Capital Management’s Permian Resources PR Stock Holding History

Evergreen Capital 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
2025
Q4 		– Sell
-26,590
Closed -$340K – 1489
2025
Q3 		$340K Buy
26,590
+13,542
+104% +$186K 0.01% 885
2025
Q2 		$178K Buy
13,048
+446
+4% +$5.74K 0.01% 1060
2025
Q1 		$175K Buy
12,602
+2,401
+24% +$34.4K 0.01% 1019
2024
Q4 		$147K Buy
+10,201
New +$148K ﹤0.01% 1027

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

Evergreen Capital Management's PR Position: Q4 2025 in Review

Evergreen Capital Management sold out of Permian Resources (PR) in Q4 2025, closing a stake of 26,590 shares — an estimated $340K sold.

Evergreen Capital Management first reported a position in PR in Q4 2024 and held it in 4 quarters. The position peaked at $340K in Q3 2025. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • Evergreen Capital Management reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 26,590 Permian Resources shares in Q4 2025, an estimated $340K.
  • Evergreen Capital Management first reported a position in Permian Resources in Q4 2024 and held it in 4 quarters.
  • Evergreen Capital Management's Permian Resources position peaked at $340K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.