EPW
PR

Evolve Private Wealth’s Permian Resources PR Stock Holding History

Evolve Private Wealth’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 		– Sell
-29,634
Closed -$632K – 1189
2026
Q1 		$632K Buy
29,634
+5,006
+20% +$86.4K 0.03% 475
2025
Q4 		$346K Buy
+24,628
New +$331K 0.02% 675

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 $3.37T AUM 44.26% 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

Evolve Private Wealth's PR Position: Q2 2026 in Review

Evolve Private Wealth sold out of Permian Resources (PR) in Q2 2026, closing a stake of 29,634 shares — an estimated $632K sold.

Evolve Private Wealth first reported a position in PR in Q4 2025 and held it in 2 quarters. The position peaked at $632K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Evolve Private Wealth reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 29,634 Permian Resources shares in Q2 2026, an estimated $632K.
  • Evolve Private Wealth first reported a position in Permian Resources in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Permian Resources position peaked at $632K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.