TFM
PR

TFC Financial Management’s Permian Resources PR Stock Holding History

TFC Financial 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
Q2 		– Sell
-3
Closed -$42 – 1060
2025
Q1 		$42 Sell
3
-3
-50% -$43 ﹤0.01% 906
2024
Q4 		$87 Hold
6
– – ﹤0.01% 855
2024
Q3 		$82 Sell
6
-716
-99% -$10.5K ﹤0.01% 880
2024
Q2 		$11.7K Buy
722
+320
+80% +$5.3K ﹤0.01% 333
2024
Q1 		$7.1K Buy
402
+2
+0.5% +$29 ﹤0.01% 357
2023
Q4 		$5.44K Buy
+400
New +$5.48K ﹤0.01% 372

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

TFC Financial Management's PR Position: Q2 2025 in Review

TFC Financial Management sold out of Permian Resources (PR) in Q2 2025, closing a stake of 3 shares — an estimated $42 sold.

TFC Financial Management first reported a position in PR in Q4 2023 and held it in 6 quarters. The position peaked at $11.7K in Q2 2024. 550 funds tracked by Wall St. Rank hold PR as of Q2 2025.

  • TFC Financial Management reported no remaining Permian Resources position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 3 Permian Resources shares in Q2 2025, an estimated $42.
  • TFC Financial Management first reported a position in Permian Resources in Q4 2023 and held it in 6 quarters.
  • TFC Financial Management's Permian Resources position peaked at $11.7K in Q2 2024.
  • 550 funds tracked by Wall St. Rank held Permian Resources as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.