MGIA
PR

Moneta Group Investment Advisors’s Permian Resources PR Stock Holding History

Moneta Group Investment 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 		$506K Buy
27,506
+5,784
+27% +$116K ﹤0.01% 542
2026
Q1 		$463K Hold
21,722
– – ﹤0.01% 525
2025
Q4 		$305K Sell
21,722
-5,041
-19% -$67.7K ﹤0.01% 629
2025
Q3 		$343K Buy
26,763
+5,477
+26% +$75.1K ﹤0.01% 585
2025
Q2 		$290K Buy
21,286
+4,999
+31% +$64.3K ﹤0.01% 574
2025
Q1 		$226K Buy
+16,287
New +$233K ﹤0.01% 603

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

Moneta Group Investment Advisors's PR Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Permian Resources (PR) stake by 27% in Q2 2026, buying an estimated $116K and bringing the position to 27,506 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Moneta Group Investment Advisors first reported a position in PR in Q1 2025 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Moneta Group Investment Advisors held 27,506 shares of Permian Resources worth $506K as of Q2 2026.
  • Moneta Group Investment Advisors bought 5,784 Permian Resources shares in Q2 2026, an estimated $116K.
  • Permian Resources made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #542 holding.
  • Moneta Group Investment Advisors first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.