STA
PR

Summit Trail Advisors’s Permian Resources PR Stock Holding History

Summit Trail 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
Q1 		$721K Buy
33,818
+5,862
+21% +$101K 0.01% 1047
2025
Q4 		$392K Sell
27,956
-4,578
-14% -$61.5K 0.01% 1147
2025
Q3 		$416K Sell
32,534
-541
-2% -$7.42K 0.01% 1130
2025
Q2 		$450K Buy
33,075
+9,466
+40% +$122K 0.01% 770
2025
Q1 		$327K Buy
23,609
+2,179
+10% +$31.2K 0.01% 311
2024
Q4 		$308K Buy
21,430
+2,368
+12% +$34.3K 0.01% 285
2024
Q3 		$259K Buy
19,062
+2,273
+14% +$33.4K 0.01% 589
2024
Q2 		$271K Buy
16,789
+384
+2% +$6.36K 0.01% 518
2024
Q1 		$290K Buy
16,405
+135
+0.8% +$1.98K 0.01% 473
2023
Q4 		$221K Buy
16,270
+410
+3% +$5.61K 0.01% 473
2023
Q3 		$221K Hold
15,860
– – 0.01% 475
2023
Q2 		$174K Buy
+15,860
New +$162K 0.01% 500
2023
Q1 		– Sell
-15,000
Closed -$141K – 432
2022
Q4 		$141K Hold
15,000
– – 0.01% 380
2022
Q3 		$102K Hold
15,000
– – 0.01% 359
2022
Q2 		$90K Hold
15,000
– – 0.01% 366
2022
Q1 		$121K Hold
15,000
– – 0.01% 314
2021
Q4 		$90K Hold
15,000
– – 0.01% 287
2021
Q3 		$101K Hold
15,000
– – 0.01% 255
2021
Q2 		$102K Hold
15,000
– – 0.01% 213
2021
Q1 		$63K Buy
15,000
+5,000
+50% +$17.5K 0.01% 189
2020
Q4 		$15K Hold
10,000
– – ﹤0.01% 186
2020
Q3 		$7K Hold
10,000
– – ﹤0.01% 211
2020
Q2 		$9K Buy
+10,000
New +$8.8K ﹤0.01% 169
2018
Q1 		– Sell
-70
Closed -$1K – 1343
2017
Q4 		$1K Buy
+70
New +$1.36K ﹤0.01% 1844

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

Summit Trail Advisors's PR Position: Q1 2026 in Review

Summit Trail Advisors increased its Permian Resources (PR) stake by 21% in Q1 2026, buying an estimated $101K and bringing the position to 33,818 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #1047.

Summit Trail Advisors first reported a position in PR in Q4 2017 and has held it in 24 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Summit Trail Advisors held 33,818 shares of Permian Resources worth $721K as of Q1 2026.
  • Summit Trail Advisors bought 5,862 Permian Resources shares in Q1 2026, an estimated $101K.
  • Permian Resources made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1047 holding.
  • Summit Trail Advisors first reported a position in Permian Resources in Q4 2017 and has held it in 24 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.