OIA
PR

OneDigital Investment Advisors’s Permian Resources PR Stock Holding History

OneDigital 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 		– Sell
-10,691
Closed -$150K – 1571
2025
Q4 		$150K Sell
10,691
-8,736
-45% -$117K ﹤0.01% 1458
2025
Q3 		$249K Sell
19,427
-2,653
-12% -$36.4K ﹤0.01% 1298
2025
Q2 		$301K Buy
22,080
+2,806
+15% +$36.1K ﹤0.01% 1168
2025
Q1 		$267K Buy
19,274
+3,107
+19% +$44.5K ﹤0.01% 1179
2024
Q4 		$232K Buy
16,167
+4,323
+36% +$62.7K ﹤0.01% 1260
2024
Q3 		$161K Buy
+11,844
New +$174K ﹤0.01% 1379
2018
Q4 		– Sell
-1,011
Closed -$22K – 1251
2018
Q3 		$22K Hold
1,011
– – 0.01% 639
2018
Q2 		$18K Buy
+1,011
New +$18.3K ﹤0.01% 850

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

OneDigital Investment Advisors's PR Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Permian Resources (PR) in Q1 2026, closing a stake of 10,691 shares — an estimated $150K sold.

OneDigital Investment Advisors first reported a position in PR in Q2 2018 and held it in 8 quarters. The position peaked at $301K in Q2 2025. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,691 Permian Resources shares in Q1 2026, an estimated $150K.
  • OneDigital Investment Advisors first reported a position in Permian Resources in Q2 2018 and held it in 8 quarters.
  • OneDigital Investment Advisors's Permian Resources position peaked at $301K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.