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
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 $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

Moneta Group Investment Advisors's PR Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Permian Resources (PR) position steady in Q1 2026 at 21,722 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Moneta Group Investment Advisors first reported a position in PR in Q1 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Moneta Group Investment Advisors held 21,722 shares of Permian Resources worth $463K as of Q1 2026.
  • Moneta Group Investment Advisors left its Permian Resources share count unchanged in Q1 2026.
  • Permian Resources made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #525 holding.
  • Moneta Group Investment Advisors first reported a position in Permian Resources in Q1 2025 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.