KWM
PR

Kingsview Wealth Management’s Permian Resources PR Stock Holding History

Kingsview 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
-15,517
Closed -$199K – 1311
2025
Q3 		$199K Sell
15,517
-39,075
-72% -$536K ﹤0.01% 1148
2025
Q2 		$744K Buy
54,592
+20,962
+62% +$270K 0.01% 652
2025
Q1 		$466K Sell
33,630
-10,337
-24% -$148K 0.01% 747
2024
Q4 		$632K Buy
+43,967
New +$637K 0.01% 670

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

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

Kingsview Wealth Management sold out of Permian Resources (PR) in Q4 2025, closing a stake of 15,517 shares — an estimated $199K sold.

Kingsview Wealth Management first reported a position in PR in Q4 2024 and held it in 4 quarters. The position peaked at $744K in Q2 2025. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,517 Permian Resources shares in Q4 2025, an estimated $199K.
  • Kingsview Wealth Management first reported a position in Permian Resources in Q4 2024 and held it in 4 quarters.
  • Kingsview Wealth Management's Permian Resources position peaked at $744K in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.