SPC
PR

Sigma Planning Corp’s Permian Resources PR Stock Holding History

Sigma Planning Corp’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 		– Sell
-27,241
Closed -$392K – 1264
2024
Q4 		$392K Buy
27,241
+5,020
+23% +$72.8K 0.01% 825
2024
Q3 		$302K Buy
22,221
+3,967
+22% +$58.3K 0.01% 946
2024
Q2 		$295K Buy
18,254
+369
+2% +$6.12K 0.01% 934
2024
Q1 		$316K Buy
17,885
+4,325
+32% +$63.5K 0.01% 938
2023
Q4 		$184K Buy
+13,560
New +$186K 0.01% 788

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

Sigma Planning Corp's PR Position: Q1 2025 in Review

Sigma Planning Corp sold out of Permian Resources (PR) in Q1 2025, closing a stake of 27,241 shares — an estimated $392K sold.

Sigma Planning Corp first reported a position in PR in Q4 2023 and held it in 5 quarters. The position peaked at $392K in Q4 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Sigma Planning Corp reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 27,241 Permian Resources shares in Q1 2025, an estimated $392K.
  • Sigma Planning Corp first reported a position in Permian Resources in Q4 2023 and held it in 5 quarters.
  • Sigma Planning Corp's Permian Resources position peaked at $392K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.