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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lido Advisors's PR Position: Q1 2026 in Review

Lido Advisors reduced its Permian Resources (PR) stake by 38% in Q1 2026, selling an estimated $5.5M and leaving 517,194 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #301.

Lido Advisors first reported a position in PR in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.9M in Q1 2025. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Lido Advisors held 517,194 shares of Permian Resources worth $11M as of Q1 2026.
  • Lido Advisors sold 318,628 Permian Resources shares in Q1 2026, an estimated $5.5M.
  • Permian Resources made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #301 holding.
  • Lido Advisors first reported a position in Permian Resources in Q2 2024 and has held it in 8 quarters since.
  • Lido Advisors's Permian Resources position peaked at $18.9M in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.