WA
PR

Waverly Advisors’s Permian Resources PR Stock Holding History

Waverly 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 		$413K Buy
22,439
+4,021
+22% +$80.8K ﹤0.01% 1261
2026
Q1 		$393K Sell
18,418
-9,741
-35% -$168K ﹤0.01% 1197
2025
Q4 		$395K Buy
28,159
+416
+1% +$5.59K ﹤0.01% 1105
2025
Q3 		$355K Sell
27,743
-404
-1% -$5.54K ﹤0.01% 979
2025
Q2 		$383K Sell
28,147
-2,497
-8% -$32.1K ﹤0.01% 888
2025
Q1 		$424K Buy
30,644
+5,937
+24% +$85K 0.01% 823
2024
Q4 		$355K Buy
24,707
+3,344
+16% +$48.5K 0.01% 772
2024
Q3 		$291K Buy
21,363
+2,967
+16% +$43.6K 0.01% 690
2024
Q2 		$297K Buy
18,396
+5,404
+42% +$89.6K 0.01% 665
2024
Q1 		$229K Buy
12,992
+694
+6% +$10.2K 0.01% 627
2023
Q4 		$167K Buy
+12,298
New +$168K 0.01% 435

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

Waverly Advisors's PR Position: Q2 2026 in Review

Waverly Advisors increased its Permian Resources (PR) stake by 22% in Q2 2026, buying an estimated $80.8K and bringing the position to 22,439 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Waverly Advisors first reported a position in PR in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q1 2025. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Waverly Advisors held 22,439 shares of Permian Resources worth $413K as of Q2 2026.
  • Waverly Advisors bought 4,021 Permian Resources shares in Q2 2026, an estimated $80.8K.
  • Permian Resources made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1261 holding.
  • Waverly Advisors first reported a position in Permian Resources in Q4 2023 and has held it in 11 quarters since.
  • Waverly Advisors's Permian Resources position peaked at $424K in Q1 2025.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.