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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Icon Wealth Advisors's PR Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Permian Resources (PR) stake by 10% in Q1 2026, selling an estimated $113K and leaving 57,608 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #150.

Icon Wealth Advisors first reported a position in PR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q1 2024. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

Icon Wealth Advisors held 57,608 shares of Permian Resources worth $1.25M as of Q1 2026.
Icon Wealth Advisors sold 6,567 Permian Resources shares in Q1 2026, an estimated $113K.
Permian Resources made up 0.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #150 holding.
Icon Wealth Advisors first reported a position in Permian Resources in Q4 2023 and has held it in 10 quarters since.
Icon Wealth Advisors's Permian Resources position peaked at $2.23M in Q1 2024.
614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.