SGCA
PR

Steel Grove Capital Advisors’s Permian Resources PR Stock Holding History

Steel Grove Capital 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
2026
Q2 		$242K Hold
13,147
– – 0.02% 197
2026
Q1 		$280K Hold
13,147
– – 0.03% 175
2025
Q4 		$184K Buy
+13,147
New +$177K 0.02% 194

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Steel Grove Capital Advisors's PR Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Permian Resources (PR) position steady in Q2 2026 at 13,147 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #197.

Steel Grove Capital Advisors first reported a position in PR in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Steel Grove Capital Advisors held 13,147 shares of Permian Resources worth $242K as of Q2 2026.
  • Steel Grove Capital Advisors left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up 0.02% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • Steel Grove Capital Advisors first reported a position in Permian Resources in Q4 2025 and has held it in 3 quarters since.
  • Steel Grove Capital Advisors's Permian Resources position peaked at $280K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.