LCWP
PR

Legacy Capital Wealth Partners’s Permian Resources PR Stock Holding History

Legacy Capital Wealth Partners’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 		$196K Sell
10,639
-274
-3% -$5.5K 0.04% 367
2026
Q1 		$233K Sell
10,913
-1,031
-9% -$17.8K 0.05% 342
2025
Q4 		$168K Sell
11,944
-541
-4% -$7.26K 0.04% 369
2025
Q3 		$160K Buy
12,485
+94
+0.8% +$1.29K 0.03% 372
2025
Q2 		$169K Sell
12,391
-49
-0.4% -$630 0.04% 363
2025
Q1 		$172K Buy
12,440
+532
+4% +$7.62K 0.04% 346
2024
Q4 		$171K Sell
11,908
-6,276
-35% -$91K 0.04% 333
2024
Q3 		$247K Buy
+18,184
New +$267K 0.05% 304

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

Legacy Capital Wealth Partners's PR Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Permian Resources (PR) stake by 2.5% in Q2 2026, selling an estimated $5.5K and leaving 10,639 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #367.

Legacy Capital Wealth Partners first reported a position in PR in Q3 2024 and has held it in 8 quarters since. The position peaked at $247K in Q3 2024. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Legacy Capital Wealth Partners held 10,639 shares of Permian Resources worth $196K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 274 Permian Resources shares in Q2 2026, an estimated $5.5K.
  • Permian Resources made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #367 holding.
  • Legacy Capital Wealth Partners first reported a position in Permian Resources in Q3 2024 and has held it in 8 quarters since.
  • Legacy Capital Wealth Partners's Permian Resources position peaked at $247K in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.