PIWA
PR

Prevail Innovative Wealth Advisors’s Permian Resources PR Stock Holding History

Prevail Innovative Wealth 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
Q2 		– Sell
-30,169
Closed -$418K – 217
2025
Q1 		$418K Buy
+30,169
New +$432K 0.11% 149

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PR Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Permian Resources (PR) in Q2 2025, closing a stake of 30,169 shares — an estimated $418K sold.

Prevail Innovative Wealth Advisors first reported a position in PR in Q1 2025 and held it in 1 quarter. The position peaked at $418K in Q1 2025. 550 funds tracked by Wall St. Rank hold PR as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Permian Resources position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 30,169 Permian Resources shares in Q2 2025, an estimated $418K.
  • Prevail Innovative Wealth Advisors first reported a position in Permian Resources in Q1 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Permian Resources position peaked at $418K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held Permian Resources as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.