IAS
PR

IMA Advisory Services’s Permian Resources PR Stock Holding History

IMA Advisory Services’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 		$1.88K Sell
88
-7
-7% -$121 ﹤0.01% 664
2025
Q4 		$1.33K Buy
+95
New +$1.28K ﹤0.01% 741

Other funds holding PR

BlackRock
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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IMA Advisory Services's PR Position: Q1 2026 in Review

IMA Advisory Services reduced its Permian Resources (PR) stake by 7.4% in Q1 2026, selling an estimated $121 and leaving 88 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

IMA Advisory Services first reported a position in PR in Q4 2025 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • IMA Advisory Services held 88 shares of Permian Resources worth $1.88K as of Q1 2026.
  • IMA Advisory Services sold 7 Permian Resources shares in Q1 2026, an estimated $121.
  • Permian Resources made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #664 holding.
  • IMA Advisory Services first reported a position in Permian Resources in Q4 2025 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.