UBS AM
PR

UBS AM’s Permian Resources PR Stock Holding History

UBS AM’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 		$28.6M Buy
1,554,941
+103,088
+7% +$2.07M 0.01% 806
2026
Q1 		$31M Buy
1,451,853
+255,258
+21% +$4.41M 0.01% 737
2025
Q4 		$16.8M Buy
1,196,595
+51,049
+4% +$686K ﹤0.01% 907
2025
Q3 		$14.7M Sell
1,145,546
-529,706
-32% -$7.26M ﹤0.01% 943
2025
Q2 		$22.8M Buy
1,675,252
+465,795
+39% +$5.99M ﹤0.01% 1003
2025
Q1 		$16.8M Buy
1,209,457
+87,105
+8% +$1.25M ﹤0.01% 1026
2024
Q4 		$16.1M Buy
1,122,352
+97,403
+10% +$1.41M ﹤0.01% 1045
2024
Q3 		$13.9M Buy
1,024,949
+117,229
+13% +$1.72M ﹤0.01% 1093
2024
Q2 		$14.7M Buy
907,720
+556,520
+158% +$9.22M ﹤0.01% 983
2024
Q1 		$6.2M Buy
351,200
+27,821
+9% +$408K ﹤0.01% 1167
2023
Q4 		$4.4M Buy
323,379
+103,593
+47% +$1.42M ﹤0.01% 1307
2023
Q3 		$3.07M Sell
219,786
-5,576
-2% -$70.1K ﹤0.01% 1422
2023
Q2 		$2.37M Hold
225,362
– – ﹤0.01% 1570
2023
Q1 		$2.37M Buy
225,362
+21,346
+10% +$218K ﹤0.01% 1570
2022
Q4 		$1.92M Sell
204,016
-13,118
-6% -$126K ﹤0.01% 1546
2022
Q3 		$1.48M Sell
217,134
-13,055
-6% -$90.2K ﹤0.01% 1753
2022
Q2 		$1.38M Buy
230,189
+69,473
+43% +$555K ﹤0.01% 1800
2022
Q1 		$1.3M Sell
160,716
-29,241
-15% -$231K ﹤0.01% 2007
2021
Q4 		$1.14M Buy
189,957
+49,190
+35% +$335K ﹤0.01% 2147
2021
Q3 		$943K Sell
140,767
-6,601
-4% -$36K ﹤0.01% 2197
2021
Q2 		$999K Buy
147,368
+78,668
+115% +$407K ﹤0.01% 2216
2021
Q1 		$289K Buy
+68,700
New +$241K ﹤0.01% 2492
2020
Q4 		– Sell
-149,800
Closed -$90.2K – 2578
2020
Q3 		$90.2K Hold
149,800
– – ﹤0.01% 2468
2020
Q2 		$133K Sell
149,800
-18,503
-11% -$16.3K ﹤0.01% 2437
2020
Q1 		$44.3K Sell
168,303
-9,736
-5% -$24.7K ﹤0.01% 2442
2019
Q4 		$823K Sell
178,039
-27,402
-13% -$100K ﹤0.01% 2013
2019
Q3 		$928K Buy
205,441
+25,085
+14% +$135K ﹤0.01% 1988
2019
Q2 		$1.37M Sell
180,356
-22,842
-11% -$203K ﹤0.01% 1762
2019
Q1 		$1.79M Buy
203,198
+63,947
+46% +$726K ﹤0.01% 1576
2018
Q4 		$1.53M Buy
139,251
+13,904
+11% +$239K ﹤0.01% 1545
2018
Q3 		$2.74M Hold
125,347
– – ﹤0.01% 1373
2018
Q2 		$2.26M Buy
125,347
+14,651
+13% +$265K ﹤0.01% 1450
2018
Q1 		$2.03M Buy
110,696
+14,620
+15% +$282K ﹤0.01% 1459
2017
Q4 		$1.9M Sell
96,076
-17,414
-15% -$338K ﹤0.01% 1455
2017
Q3 		$2.04M Buy
113,490
+2,209
+2% +$37K ﹤0.01% 1393
2017
Q2 		$1.76M Buy
+111,281
New +$1.83M ﹤0.01% 1409
2017
Q1 		– Sell
-33,955
Closed -$670K – 2485
2016
Q4 		$670K Buy
+33,955
New +$561K ﹤0.01% 1721

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

UBS AM's PR Position: Q2 2026 in Review

UBS AM increased its Permian Resources (PR) stake by 7.1% in Q2 2026, buying an estimated $2.07M and bringing the position to 1,554,941 shares worth $28.6M. The position accounts for 0.01% of the portfolio, ranked #806.

UBS AM first reported a position in PR in Q4 2016 and has held it in 37 quarters since. The position peaked at $31M in Q1 2026. 616 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • UBS AM held 1,554,941 shares of Permian Resources worth $28.6M as of Q2 2026.
  • UBS AM bought 103,088 Permian Resources shares in Q2 2026, an estimated $2.07M.
  • Permian Resources made up 0.01% of UBS AM's portfolio in Q2 2026, its #806 holding.
  • UBS AM first reported a position in Permian Resources in Q4 2016 and has held it in 37 quarters since.
  • UBS AM's Permian Resources position peaked at $31M in Q1 2026.
  • 616 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.