Regent Peak Wealth Advisors’s Permian Resources PR Stock Holding History

Regent Peak 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 Q4	–	Sell	-13,253	Closed	-$170K	–	204
2025 Q3	$170K	Buy	+13,253	New	+$182K	0.03%	184
2025 Q1	$178K	Hold	12,858	–	–	0.04%	173
2024 Q4	$185K	Buy	+12,858	New	+$186K	0.04%	174
2024 Q3	–	Sell	-12,838	Closed	-$2.07M	–	184
2024 Q2	$2.07M	Buy	12,838 +11	+0.1%	+$182	0.47%	49
2024 Q1	$227K	Buy	12,827 +29	+0.2%	+$425	0.06%	146
2023 Q4	$174K	Buy	+12,798	New	+$175K	0.05%	161

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 $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $388M AUM 35.17% 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

Regent Peak Wealth Advisors's PR Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Permian Resources (PR) in Q4 2025, closing a stake of 13,253 shares — an estimated $170K sold.

Regent Peak Wealth Advisors first reported a position in PR in Q4 2023 and held it in 6 quarters. The position peaked at $2.07M in Q2 2024. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

Regent Peak Wealth Advisors reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
Regent Peak Wealth Advisors sold 13,253 Permian Resources shares in Q4 2025, an estimated $170K.
Regent Peak Wealth Advisors first reported a position in Permian Resources in Q4 2023 and held it in 6 quarters.
Regent Peak Wealth Advisors's Permian Resources position peaked at $2.07M in Q2 2024.
547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.