Lido Advisors
PR

Lido Advisors’s Permian Resources PR Stock Holding History

Lido 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
2026
Q2 		$736K Sell
40,000
-235,900
-86% -$4.74M ﹤0.01% 1263
2026
Q1 		$5.88M Hold
275,900
– – 0.02% 423
2025
Q4 		$3.87M Hold
275,900
– – 0.01% 530
2025
Q3 		$3.53M Hold
275,900
– – 0.01% 521
2025
Q2 		$3.76M Buy
+275,900
New +$3.55M 0.01% 438
2024
Q4 		– Sell
-447,500
Closed -$6.09M – 1579
2024
Q3 		$6.09M Buy
447,500
+400,000
+842% +$5.88M 0.03% 280
2024
Q2 		$767K Buy
+47,500
New +$787K ﹤0.01% 774

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

Lido Advisors's PR Position: Q2 2026 in Review

Lido Advisors reduced its Permian Resources (PR) stake by 57% in Q2 2026, selling an estimated $5.97M and leaving 220,064 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #556.

Lido Advisors first reported a position in PR in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.9M in Q1 2025. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Lido Advisors held 220,064 shares of Permian Resources worth $4.05M as of Q2 2026.
  • Lido Advisors sold 297,130 Permian Resources shares in Q2 2026, an estimated $5.97M.
  • Permian Resources made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #556 holding.
  • Lido Advisors first reported a position in Permian Resources in Q2 2024 and has held it in 9 quarters since.
  • Lido Advisors's Permian Resources position peaked at $18.9M in Q1 2025.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.