Spire Wealth Management’s Permian Resources PR Stock Holding History

Spire Wealth Management’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	-985	Closed	-$12.6K	–	2443
2025 Q3	$12.6K	Buy	985 +541	+122%	+$7.42K	﹤0.01%	1670
2025 Q2	$6.05K	Hold	444	–	–	﹤0.01%	1891
2025 Q1	$6.15K	Buy	444 +300	+208%	+$4.29K	﹤0.01%	2000
2024 Q4	$2.07K	Buy	+144	New	+$2.09K	﹤0.01%	2250
2022 Q3	–	Sell	-500	Closed	-$3K	–	2504
2022 Q2	$3K	Sell	500 -500	-50%	-$4K	﹤0.01%	2287
2022 Q1	$8K	Hold	1,000	–	–	﹤0.01%	2120
2021 Q4	$6K	Sell	1,000 -50	-5%	-$341	﹤0.01%	2530
2021 Q3	$7K	Sell	1,050 -1,000	-49%	-$5.45K	﹤0.01%	2206
2021 Q2	$14K	Buy	2,050 +50	+3%	+$258	﹤0.01%	2008
2021 Q1	$8K	Buy	+2,000	New	+$7.01K	﹤0.01%	2486

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

Spire Wealth Management's PR Position: Q4 2025 in Review

Spire Wealth Management sold out of Permian Resources (PR) in Q4 2025, closing a stake of 985 shares — an estimated $12.6K sold.

Spire Wealth Management first reported a position in PR in Q1 2021 and held it in 10 quarters. The position peaked at $14K in Q2 2021. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

Spire Wealth Management reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 985 Permian Resources shares in Q4 2025, an estimated $12.6K.
Spire Wealth Management first reported a position in Permian Resources in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's Permian Resources position peaked at $14K in Q2 2021.
547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.