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EverSource Wealth Advisors’s Permian Resources PR Stock Holding History

EverSource 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
2026
Q2 		$146K Sell
7,955
-431
-5% -$8.66K ﹤0.01% 1184
2026
Q1 		$179K Buy
8,386
+5,900
+237% +$102K 0.01% 1117
2025
Q4 		$34.9K Sell
2,486
-2,358
-49% -$31.7K ﹤0.01% 2002
2025
Q3 		$62K Buy
4,844
+674
+16% +$9.24K ﹤0.01% 1552
2025
Q2 		$56.8K Buy
4,170
+3,224
+341% +$41.5K ﹤0.01% 1536
2025
Q1 		$13.1K Buy
946
+677
+252% +$9.69K ﹤0.01% 1953
2024
Q4 		$3.87K Buy
269
+172
+177% +$2.49K ﹤0.01% 2454
2024
Q3 		$1.32K Sell
97
-10,545
-99% -$155K ﹤0.01% 2656
2024
Q2 		$163K Buy
10,642
+10,566
+13,903% +$175K 0.01% 629
2024
Q1 		$1.27K Sell
76
-805
-91% -$11.8K ﹤0.01% 2503
2023
Q4 		$12K Buy
881
+760
+628% +$10.4K ﹤0.01% 1478
2023
Q3 		$1.69K Hold
121
– – ﹤0.01% 2065
2023
Q2 		$1.33K Hold
121
– – ﹤0.01% 2132
2023
Q1 		$1.27K Hold
121
– – ﹤0.01% 2059
2022
Q4 		$1.14K Buy
+121
New +$1.16K ﹤0.01% 2051

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EverSource Wealth Advisors's PR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Permian Resources (PR) stake by 5.1% in Q2 2026, selling an estimated $8.66K and leaving 7,955 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

EverSource Wealth Advisors first reported a position in PR in Q4 2022 and has held it in 15 quarters since. The position peaked at $179K in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • EverSource Wealth Advisors held 7,955 shares of Permian Resources worth $146K as of Q2 2026.
  • EverSource Wealth Advisors sold 431 Permian Resources shares in Q2 2026, an estimated $8.66K.
  • Permian Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1184 holding.
  • EverSource Wealth Advisors first reported a position in Permian Resources in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Permian Resources position peaked at $179K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.