IWA
PR

Icon Wealth Advisors’s Permian Resources PR Stock Holding History

Icon 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 		$1.13M Buy
61,278
+3,670
+6% +$73.7K 0.07% 174
2026
Q1 		$1.25M Sell
57,608
-6,567
-10% -$113K 0.08% 150
2025
Q4 		$894K Sell
64,175
-74,245
-54% -$997K 0.06% 183
2025
Q3 		$1.77M Buy
138,420
+1,841
+1% +$25.2K 0.12% 124
2025
Q2 		$1.86M Buy
136,579
+2,692
+2% +$34.6K 0.13% 125
2025
Q1 		$1.85M Sell
133,887
-38
-0% -$544 0.15% 108
2024
Q4 		$1.93M Buy
133,925
+3,045
+2% +$44.1K 0.16% 98
2024
Q3 		$1.78M Buy
130,880
+1,349
+1% +$19.8K 0.15% 102
2024
Q2 		$1.99M Buy
129,531
+3,445
+3% +$57.1K 0.18% 92
2024
Q1 		$2.23M Buy
126,086
+1,486
+1% +$21.8K 0.21% 92
2023
Q4 		$1.69M Buy
+124,600
New +$1.71M 0.18% 98

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

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

Icon Wealth Advisors increased its Permian Resources (PR) stake by 6.4% in Q2 2026, buying an estimated $73.7K and bringing the position to 61,278 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #174.

Icon Wealth Advisors first reported a position in PR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q1 2024. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Icon Wealth Advisors held 61,278 shares of Permian Resources worth $1.13M as of Q2 2026.
  • Icon Wealth Advisors bought 3,670 Permian Resources shares in Q2 2026, an estimated $73.7K.
  • Permian Resources made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Icon Wealth Advisors first reported a position in Permian Resources in Q4 2023 and has held it in 11 quarters since.
  • Icon Wealth Advisors's Permian Resources position peaked at $2.23M in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.