LFA
PR

LGT Financial Advisors’s Permian Resources PR Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-531
Closed -$7.64K – 616
2024
Q4 		$7.64K Hold
531
– – 0.02% 487
2024
Q3 		$7.23K Hold
531
– – 0.02% 467
2024
Q2 		$8.58K Buy
+531
New +$8.8K 0.02% 506

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
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's PR Position: Q1 2025 in Review

LGT Financial Advisors sold out of Permian Resources (PR) in Q1 2025, closing a stake of 531 shares — an estimated $7.64K sold.

LGT Financial Advisors first reported a position in PR in Q2 2024 and held it in 3 quarters. The position peaked at $8.58K in Q2 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • LGT Financial Advisors reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 531 Permian Resources shares in Q1 2025, an estimated $7.64K.
  • LGT Financial Advisors first reported a position in Permian Resources in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's Permian Resources position peaked at $8.58K in Q2 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.