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
2026
Q2 		$4.4M Buy
+238,816
New +$4.8M 0.05% 330
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

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

Kingsview Wealth Management's PR Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Permian Resources (PR) in Q2 2026: 238,816 shares worth $4.4M. The stake represents 0.05% of the portfolio and ranks #330 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in PR as recently as Q3 2025.

Kingsview Wealth Management first reported a position in PR in Q4 2024 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Kingsview Wealth Management held 238,816 shares of Permian Resources worth $4.4M as of Q2 2026.
  • Permian Resources was a new Kingsview Wealth Management position in Q2 2026.
  • Permian Resources made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Kingsview Wealth Management first reported a position in Permian Resources in Q4 2024 and has held it in 5 quarters since.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.