OPS
PR

Orion Portfolio Solutions’s Permian Resources PR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.48M Buy
178,763
+31,008
+21% +$444K 0.02% 603
2024
Q4 		$2.12M Sell
147,755
-1,580
-1% -$22.9K 0.02% 665
2024
Q3 		$2.03M Buy
149,335
+66,539
+80% +$977K 0.02% 681
2024
Q2 		$1.34M Sell
82,796
-15,474
-16% -$256K 0.01% 840
2024
Q1 		$1.74M Sell
98,270
-35,976
-27% -$528K 0.02% 726
2023
Q4 		$1.8M Buy
134,246
+71,430
+114% +$978K 0.02% 680
2023
Q3 		$877K Buy
62,816
+1,275
+2% +$16K 0.01% 982
2023
Q2 		$674K Buy
61,541
+33,858
+122% +$346K 0.01% 1100
2023
Q1 		$291K Buy
+27,683
New +$283K ﹤0.01% 1356
2020
Q3 		– Sell
-3,513
Closed -$3K – 1626
2020
Q2 		$3K Sell
3,513
-3,668
-51% -$3.23K ﹤0.01% 1673
2020
Q1 		$2K Sell
7,181
-2,094
-23% -$5.32K ﹤0.01% 1613
2019
Q4 		$43K Buy
+9,275
New +$33.9K ﹤0.01% 586

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's PR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Permian Resources (PR) stake by 21% in Q1 2025, buying an estimated $444K and bringing the position to 178,763 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #603.

Orion Portfolio Solutions first reported a position in PR in Q4 2019 and has held it in 12 quarters since. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Orion Portfolio Solutions held 178,763 shares of Permian Resources worth $2.48M as of Q1 2025.
  • Orion Portfolio Solutions bought 31,008 Permian Resources shares in Q1 2025, an estimated $444K.
  • Permian Resources made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #603 holding.
  • Orion Portfolio Solutions first reported a position in Permian Resources in Q4 2019 and has held it in 12 quarters since.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.