PWMG
PR

Private Wealth Management Group’s Permian Resources PR Stock Holding History

Private Wealth Management Group’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 		$3.88K Hold
182
– – ﹤0.01% 859
2025
Q4 		$2.55K Hold
182
– – ﹤0.01% 1001
2025
Q3 		$2.33K Hold
182
– – ﹤0.01% 1063
2025
Q2 		$2.48K Sell
182
-276
-60% -$3.55K ﹤0.01% 1017
2025
Q1 		$6.34K Hold
458
– – ﹤0.01% 625
2024
Q4 		$6.59K Sell
458
-79
-15% -$1.15K ﹤0.01% 632
2024
Q3 		$7.31K Hold
537
– – ﹤0.01% 577
2024
Q2 		$8.67K Sell
537
-94
-15% -$1.56K ﹤0.01% 488
2024
Q1 		$11.1K Hold
631
– – 0.01% 380
2023
Q4 		$8.58K Buy
+631
New +$8.64K ﹤0.01% 440

Other funds holding PR

BlackRock
BlackRock New York $5.7T 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