SFS
PR

Sowell Financial Services’s Permian Resources PR Stock Holding History

Sowell Financial Services’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
-21,452
Closed -$308K – 1032
2024
Q4 		$308K Buy
21,452
+1,860
+9% +$27K 0.02% 467
2024
Q3 		$267K Buy
+19,592
New +$288K 0.01% 510

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

Sowell Financial Services's PR Position: Q1 2025 in Review

Sowell Financial Services sold out of Permian Resources (PR) in Q1 2025, closing a stake of 21,452 shares — an estimated $308K sold.

Sowell Financial Services first reported a position in PR in Q3 2024 and held it in 2 quarters. The position peaked at $308K in Q4 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Sowell Financial Services reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • Sowell Financial Services sold 21,452 Permian Resources shares in Q1 2025, an estimated $308K.
  • Sowell Financial Services first reported a position in Permian Resources in Q3 2024 and held it in 2 quarters.
  • Sowell Financial Services's Permian Resources position peaked at $308K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.