Mount Yale Investment Advisors’s Permian Resources PR Stock Holding History

Mount Yale 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
2025 Q4	–	Sell	-12,324	Closed	-$158K	–	784
2025 Q3	$158K	Buy	12,324 +11,638	+1,697%	+$160K	0.01%	646
2025 Q2	$9.34K	Buy	+686	New	+$8.82K	﹤0.01%	1146
2024 Q3	–	Sell	-25,541	Closed	-$412K	–	590
2024 Q2	$412K	Sell	25,541 -149	-0.6%	-$2.47K	0.03%	378
2024 Q1	$454K	Buy	25,690 +781	+3%	+$11.5K	0.03%	376
2023 Q4	$339K	Sell	24,909 -5,098	-17%	-$69.8K	0.03%	391
2023 Q3	$419K	Sell	30,007 -826	-3%	-$10.4K	0.05%	332
2023 Q2	$338K	Buy	30,833 +7,591	+33%	+$77.6K	0.04%	368
2023 Q1	$244K	Buy	+23,242	New	+$237K	0.03%	426

Other funds holding PR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's PR Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Permian Resources (PR) in Q4 2025, closing a stake of 12,324 shares — an estimated $158K sold.

Mount Yale Investment Advisors first reported a position in PR in Q1 2023 and held it in 8 quarters. The position peaked at $454K in Q1 2024. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

Mount Yale Investment Advisors reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 12,324 Permian Resources shares in Q4 2025, an estimated $158K.
Mount Yale Investment Advisors first reported a position in Permian Resources in Q1 2023 and held it in 8 quarters.
Mount Yale Investment Advisors's Permian Resources position peaked at $454K in Q1 2024.
547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.