IWM
PR

IHT Wealth Management’s Permian Resources PR Stock Holding History

IHT Wealth 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
-23,500
Closed -$301K – 1239
2025
Q3 		$301K Buy
23,500
+3,500
+18% +$48K 0.01% 930
2025
Q2 		$272K Hold
20,000
– – 0.01% 928
2025
Q1 		$277K Buy
20,000
+8,000
+67% +$115K 0.01% 892
2024
Q4 		$173K Sell
12,000
-12,000
-50% -$174K 0.01% 1032
2024
Q3 		$329K Buy
+24,000
New +$353K 0.01% 880

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

IHT Wealth Management's PR Position: Q4 2025 in Review

IHT Wealth Management sold out of Permian Resources (PR) in Q4 2025, closing a stake of 23,500 shares — an estimated $301K sold.

IHT Wealth Management first reported a position in PR in Q3 2024 and held it in 5 quarters. The position peaked at $329K in Q3 2024. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • IHT Wealth Management reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 23,500 Permian Resources shares in Q4 2025, an estimated $301K.
  • IHT Wealth Management first reported a position in Permian Resources in Q3 2024 and held it in 5 quarters.
  • IHT Wealth Management's Permian Resources position peaked at $329K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.