SWP
PR

Strategic Wealth Partners’s Permian Resources PR Stock Holding History

Strategic Wealth Partners’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
Q1 		– Sell
-1,810
Closed -$25.4K – 1539
2025
Q4 		$25.4K Hold
1,810
– – ﹤0.01% 647
2025
Q3 		$23.2K Hold
1,810
– – ﹤0.01% 696
2025
Q2 		$24.7K Buy
+1,810
New +$23.3K ﹤0.01% 617

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Strategic Wealth Partners's PR Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Permian Resources (PR) in Q1 2026, closing a stake of 1,810 shares — an estimated $25.4K sold.

Strategic Wealth Partners first reported a position in PR in Q2 2025 and held it in 3 quarters. The position peaked at $25.4K in Q4 2025. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,810 Permian Resources shares in Q1 2026, an estimated $25.4K.
  • Strategic Wealth Partners first reported a position in Permian Resources in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Permian Resources position peaked at $25.4K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.